Pension and Investments Team Leader

Admin Manager

Reference ID



Admin Manager


to £35,000 + benefits

Contact Person

Angela Liscombe

Job description

Job Title Pensions and Investments Team Leader

Responsible to Practice Manager

Responsible for (subordinates) Penson and Investments Administration Team

Salary £31,000 to £35,000 dep on exp

Location Leicestershire  (our Ref AL998)


About the role:


A fantastic opportunity for an experienced individual to join a highly reputable Financial Planning organisation.


Job Purpose:


To provide administrative support to the Managing Director and other advisers in addition to managing an administration team in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.


Duties and Responsibilities:


·        Providing client and administrative support to the Managing Director and other advisers

·        Preparing the necessary paperwork for client meetings when required

·        Obtaining valuations from providers

·        Preparing and processing the relevant paperwork

·        To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.

·        To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.

·        Day to day management of the team, including performance reviews, workflow and training.

·        Continually focus on the delivery of excellent customer service to ensure that the Company is highly valued by clients.

·        Responsible for developing new processes and challenging existing ones to maximise efficiency and accuracy

·        Ensure team are fully compliant with procedures relating to risk, confidentiality and data security

·        Ensure all items received by the team are processed within the relevant Service Level Agreement (SLA) and turnaround times

·        Motivate and ensure the team are working collaboratively

·        Ensure excellent internal relationships are forged and maintained

·        The use of Intelligent Office, internal logs & ensuring client records are complete and up to date

·        Produce client KFI’s

·        Providing the management team with new business data and assisting accounts department with fee reconciliation when required


Qualifications, Knowledge and Experience



  • Knowledge and experience of using computers and a variety of general software packages
  • Knowledge and understanding of the pensions and investment sector
  • Excellent organisational skills
  • Experience in a Team Leading, Senior or Supervisory role
  • Excellent interpersonal and communication skills
  • Ability to motivate and manage a team
  • Ability to work well under pressure and to tight deadlines



  • CII Level 4 Diploma or higher but not essential
  • Experience using Intelligent Office


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