Benefits Team Leader - AJ Bell : Job Details

We are now recruiting a Benefits Team Leader to lead the PCLS and UFPLS Benefits Teams in offering excellence in the processing of Benefit cases. The team leader will be responsible for the workload, development and performance of their team. They will work as a mentor and coach to ensure excellence, drive standards forward and act as the referral point for all technical queries from within the team. The role will be responsible for ensuring that their own administration and the teams is completed in line with group procedures and service level agreements.

Responsibilities would include:

• Managing the workload of the team to ensure that all team administration is completed in line with group procedures and within service level agreements.
• Mentoring and coaching to assist and develop fellow team members, offering guidance on specific procedures and processes. Also has responsibility for assisting as a technical guide to help colleagues with complex or difficult schemes or situations.
• Monitoring ongoing benefits cases and processing them in line with service level agreements
• Responsible for maintaining records of work completed by the team and for providing regular reports to the Manager including KPIs and monthly MI.
• Carrying out general administration duties including answering client/adviser queries regarding benefits, maintaining a diary and spreadsheet system in line with service level agreements.
• Monitoring the performance of individuals and providing constructive feedback to improve performance where appropriate. To include conducting performance reviews, regular 1-2-1s and team meetings, alongside day to day development and coaching.
• Dealing with FTRs and complaints in line with FCA and group procedures.

The successful candidate will have:

• Previous experience in a Customer Services Administrator team specifically within a supervisory role
• Experience leading and motivating a team
• Strong numeracy and literacy skills
• Strong time management and organisation skills
• Strong communication skills, both written and verbal
• Strong attention to detail
• Good IT skills, including Word, Excel and Outlook
• Understanding of AJ Bell products and services
• Awareness of HMRC rules and FCA regulations relating to pensions and benefits in particular

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

There is an active programme of social events throughout the year, which are open to all employees.

In return we will provide all the training and support you need to develop within your role.

What we offer:

• Starting salary £28,000 - 30,000 (Depending on experience)
• 26 days holiday increasing up to 31 days with service, plus bank holidays
• Holiday buy/sell scheme
• Hybrid working policy
• Casual dress code
• Discretionary bi-annual bonus
• Contributory pension scheme
• Buy as you earn share scheme
• Free shares scheme
• Paid study support for qualifications
• Enhanced maternity/paternity scheme from day one
• Bike loan
• Season ticket loan portal
• Discounted PMI and Dental
• On-site gym and personal trainer led classes
• Paid volunteering opportunities
• Free social events and more

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.