Are you able to lead a high-performing busy Investment and Pensions team in a supportive, forward-thinking environment? We re looking for an experienced Team Leader or Senior Pension & Investment Administrator to guide and inspire a local financial services team. You ll lead, coach, and support your team while managing pensions and investments, including transfers, contributions, withdrawals, and complex cases. You ll also be the go-to point for technical queries and process improvements.
What we re looking for:
Experience at a senior level or managing Investment and Pension teams
Knowledge of client management systems (IO or similar)
Relevant financial planning experience/qualifications (or working towards them)
Strong organisational and leadership skills
What's on offer:
25 days annual leave + your birthday off
Hybrid working after probation
Pension scheme with employer contributions
Study support & salary boost for exam success
Cycle to Work scheme, Free parking & Death in Service cover
Please only apply if you live within 15 miles of Farnham and have Investment and Pensions experience and knowledge.
