SIPP Transfers Team Manager

WHO WE ARE

interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

It’s simple … we want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer driven approach and bold values sit at the heart of this. We are honest, straight-talking, and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver.

We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves, and interactive investor.

Reporting to the Operations Manager, the Transfers Team Manager is a key role within the Transfers wider Leadership team. You will be responsible for providing inspirational leadership to a team which can consist of Team Leader/s, Transfer Specialist/s and Case Handlers managing Pensions. You must be confident in providing effective coaching, communication, feedback, development, recognition and ensuring adherence to HR policies where relevant.

In addition, you will be accountable for managing and achieving key KPI’s, quality excellence and risk management for the team and department ensuring all internal and external policies and industry regulatory requirements are adhered to. You will deputise for the Operations Manager on an ad hoc basis and support Transfer related projects where relevant.

Our aim in Transfers is to be a highly efficient and successful operation, providing a first class service to our customers, and an industry leading Transfers experience.

We are looking for a dynamic individual, who can provide strong and effective leadership whilst still working effectively as part of a wider team within Transfers and across ii.

• Experienced people manager with ability to manage, develop and coach high performing teams and individuals within a regulated, fast paced operational environment.
• Maximise team efficiency through effective resource and skills management/planning, to build a multi‑skilled function, ensuring competence is continuously assessed and built on.
• Help deliver a multi‑channel service, supporting inbound and outbound contacts including telephone calls, emails and secure messaging.
• As a member of the Operations Leadership team, build an empowered, motivated and passionate team, rewarding excellence and managing performance through a culture of ownership and continuous improvement.
• Lead and drive short, medium and long term strategic plans through identifying change and improvement initiatives to deliver sustained operational improvement.
• Capability to respond with agility to organisational and regulatory change.
• Build and maintain relationships internally in ii and externally across key partners to drive the success of the business.
• Maintain the first line of risk defence by identifying, logging and driving improvements to risks for your team.
• Maintain the first line of compliance defence by ensuring team adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance, with particular reference to CASS regulation.
• Responsible for ensuring all CASS related activities and processes are completed daily to safeguard customer assets.
• Deputise for the Senior Operations Manager where required.
• Proven experience of managing a team in a fast paced environment.
• Expe…