SSAS CLIENT SERVICES TEAM LEADER in Liverpool - CV-Library

We are seeking a Client Services Team Leader to join our SSAS team. Our SSAS business area offers professional services to around 1,700 Small Self-Administered Schemes (SSAS) and 130 Funded Unapproved Retirement Benefits Schemes (FURBS), including trusteeship, consultancy and administration.
This is an exciting opportunity for an experienced Team Leader to be part of a small team leader group, each managing a client team within the SSAS Business Area. The role can be based in our Liverpool, Leeds or Amersham offices working on a hybrid basis.
A snapshot of your day:
* Manage a team of up to 12 people, including handling personal team requirements.
* Oversee and manage team workload ensuring that team members are performing effectively.
* Identify Skills Gaps and schedule relevant coaching and training.
* Work with colleagues to optimise the service delivered to our client portfolio with regard to quality of work, turnaround times and value for money.
* Oversee, review and approve effective resource planning to meet activity demand on a weekly basis.
* Hold monthly one-to-ones, mid-year and annual reviews; to agree annual personal development plans and provide constructive feedback to further these aims.
* Manage and effectively own the SSAS Complaints Management Procedure.
We would love to hear from you if you have:
* Experience as a Team Leader within the Finance Services industry is essential.
* Knowledge of the following pension vehicles is desirable but not essential: SSASs, SIPPs and FURBS.
* Working knowledge of Microsoft Excel, Microsoft Word and Microsoft Outlook is desirable, strong IT skills essential.
* GCSE Maths/English at Grade C/5 or National 5 Maths/English at Grade C or Equivalent is essential.
What's in it for you:
* Competitive discretionary annual bonus and salary review
* Generous pension scheme (we contribute 8%)
* Funded training and professional development
* Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading
* A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts
Accessibility
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