Team Leader - Defined Benefit

A&B Recruitment
11 Jan 2018
12 Feb 2018
Contract Type
Full Time

Job Title - Team Leader Defined Benefit

Role Purpose -

The role holder will manage the day to day running of both the Report and Transfer function. Providing guidance, instruction, direction and leadership to a group of approximately 4 Consultants and 2 Administration Assistants including pipeline management of 12 Field. The team leader must work to ensure that quality is maintained whilst Service Level Agreements are achieved and will be responsible for the production of detailed MI. The team leader must ensure that processes and procedures are kept up to date and that the team comply with current regulation.

  • The team meeting and exceeding SLA’s
  • Chasing providers and external clients for updates to current pipeline
  • MI production
  • Management of the team to include:
  • Work allocation
  • Pipeline
  • Objective setting
  • 1-1s
  • Completion of personal development plans
  • Absence coverage
  • Escalating issues
  • Identifying and building relationships with key contacts (both internally

Qualifications - Essential

  • Level 4

AF3 Specifically (G60)


  • 10 years experience in financial services
  • 4 years experience of Pensions and Investments,
  • People Management
  • Hours 9.00am to 5.00pm Monday to Friday
  • Upto £35,000 depending upon experience/qualifications