Job Overview

Apply now Overview Barnett Waddingham is a partner-led business which prides itself in providing straightforward and well communicated pensions advice. This philosophy means that we are dependent on talented and well trained employees who enjoy working in a closely knit and friendly organisation. Our growth has been significant since our creation in 1989. We aim to continue this growth by recruiting people who share in Barnett Waddingham's values. The Pension Administration Business was established in 1993. Our core business is the provision of services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance - and we will do this as a stand-alone "admin-only" appointment or in conjunction with services provided by other Barnett Waddingham Practice Areas. The services are provided from all of our UK offices and include: Benefit administrationPensioner payrollAdministration consulting servicesScheme governance and trustee secretarialBespoke one off projectsCash handling and preparing draft accountsPPF assessment administration servicesData audits and data cleansingSpecialist roles (secondments, expert witness)Support for trustees and in-house personnel Reporting Lines This role reports into a Pension Administration Associate or Partner Responsibilities We are creating two new teams within the Pension Administration Department and looking for team leaders for both sections. Each team is managed by the team leader and work is carried out in accordance with the Pension Administration Department's control environment procedures which are in place to ensure accuracy and timeliness of the services for clients. The primary focus for a Team Leader will be on Team Management and Staff Management to support the team to meet the client needs. It is understood Team Leaders may be required to be involved in some Client Management Team Management Is responsible for team workload, activity and their team's client portfolioMonitor the team's performance against Service Level Agreements, including annual benefit statements and annual accountsDelegate where appropriate while retaining accountabilityProvide project management support if requiredMotivate and facilitate effective team working and ensure the team looks for efficiency gainsIs responsible for ensuring team members meet quality standards by adhering to policies and proceduresActively manage the team to adhere to specific targets and respond to the need for a rapid turnaround of work (specific for PPF Administration)Hold regular meetings with all team members to discuss workloads and client issues, etc., including Client Account Managers from outside the team as appropriate Staff Management Work with the Pension Administration Associate or Partner to ensure that team members are performing effectively, identifying development needs, providing coaching and training where necessaryMentoring - provide constructive feedback for others in order to improve their understanding and knowledge and support the development of the individual. *NB there is an additional formal mentoring system in place with the Pension Administration practice area. Undertaking PDRs for all team membersOffer individual team members regular one-to-one discussions in addition to the PDR processHave an input into the recruitment process and conduct interviews Client Management Where appropriate (probably in smaller teams - of up to 5 people), manage a portfolio of own clientsSupport Senior Pension Administrators and Client Account Managers to provide the services and meet deadlinesEnsure that any customer concerns or complaints are processed correctly and raised with the appropriate reporting Partner immediatelyCommunicate with clients, their employees and former employees and advisersUndertake a proactive client facing role and attend client and prospect meetings, if requiredRead, research and understand documentation relating to each scheme, for example, deedsCheck work of other team members, promote efficiency and ensure accuracy and compliance with scheme rules, procedures and legislationSupport and assist in consultancy project based or committee work, as requiredMaintain a clear understanding of how the PPF operates and the nature and type of compensation (specific for PPF Administration)Carry out complex calculations and tasks involved in working on PPF schemes (specific for PPF Administration)Builds strong, effective client and team relationships, in particular with Independent Trustees and the PPF (specific for PPF Administration)Any other reasonable task as advised from time-to-timeSupport, Implement and Maintain Information Security procedures and activities in accordance to Barnett Waddingham's Information Security Policy The above is intended to describe the general nature and responsibilities of the role and is not intended to be an exhaustive list of all duties or responsibilities of employees in this role. Experience/Qualifications GCSE/A levels are required. A relevant degree, QPA or progress with PMI examinations is desirable together with experience appropriate for the role in pension administration.A strong understanding of Microsoft Office programmes, in particular Excel, Word and Outlook. Key Deliverables (Objectives) Client satisfactionBuilds strong, effective client and team relationships, For PPF Administration this extends to Independent Trustees and the PPFIdentifies opportunities to implement efficiencies and supports changeA willingness to communicate and pass on knowledgeCoaching and development of individualsAttends internal events to build business relationshipsAs appropriate (probably in smaller teams - of up to 5 people) attends external events to build business relationshipsAs appropriate (probably in smaller teams - of up to 5 people) identifies and reports business opportunitiesExcellent time management skills

Key Requirements

Pension Administration Pensions Team Management Constructive Constructive Feedback