As a Team Leader in Pensions you will assist in running the team whilst leading on quality service control, ensuring standards are maintained and best practices are implemented.

You will support client relationships, manage client budgets, and support with the peer review of complex tasks as required. Coaching junior colleagues on challenging situations and driving process improvements will also be key aspects of your role. Additionally, you will oversee non-member related activity for allocated clients and conduct quality control reviews as needed. You will report directly to the Operations Manager.

This role is a hybrid position with flexibility.

Responsibilities:

• Oversee work allocation, process adherence, and operational improvements to enhance team efficiency and client profitability.
• Manage and escalate issues, errors, and complaints, ensuring timely resolution and continuous service enhancement in coordination with the Operations Manager.
• Stay informed on technical, procedural, and legislative updates, ensuring service delivery aligns with scheme rules and client-specific changes.
• Monitor project income, ensure projects are delivered on budget, and manage monthly/quarterly billing for your client portfolio.
• Identify and capitalise on revenue opportunities, ensuring additional work is billed according to contractual obligations.
• Coach team members on client budget work and contribute to contract and fee reviews to enhance profitability and recovery.
• Coach and guide junior colleagues to take ownership of service delivery and develop into a high-performing team.
• Participate in solution creation, project implementation, and provide direction on complex cases.
• Monitor and address training needs, conduct performance reviews, and adapt to work demands as needed.
• Produce client Stewardship Reports, manage scheme event processing, and present periodic reports at Trustee and Administration meetings.
• Communicate changes to work schedules due to client demands and support compliance with internal and external audit requirements.
• Develop client relationships, lead operational aspects of client projects, and potentially participate in new business pitches.

Desirable:

• Strong client and trustee liaison skills, with the ability to develop relationships with smaller clients.
• Expertise in pensions calculations with a high standard of accuracy, and a deep understanding of member calculation processes.
• Advanced technical knowledge of UK pensions legislation, scheme types, and operational processes, with the ability to communicate effectively with clients, Trustees, and members.
• Experience in supporting change implementation, process analysis and improvement, and managing budgets
• Experience of coaching and supporting in a high performing team. Relevant Professional Qualification or working towards (Desirable)
• Strong communication, analytical problem-solving, and team collaboration skills, with the ability to work effectively across teams and motivate others.
• Proven ability to coach and support team members

Please apply if interested or contact rehana.sadiq@idexconsulting.com

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