Our client is a successful and growing digital investment platform providing a range of products for UK retail investors including ISAs, SIPPs and JISAs. They are hiring a Customer Retention Marketing Manager to develop and deliver D2C customer loyalty/retention marketing campaigns and initiatives, including personalised engagement strategies. Other responsibilities include building out data and analytical capabilities, managing test and learn engagement approaches, developing a strong understanding of the competitive landscape and market trends in D2C investing, supporting customer acquisition focused campaigns, managing relationships with vendors including creative agencies and internal stakeholders, budget management and ROI reporting. The successful candidate will be a team player, possess a strong background in customer loyalty/retention marketing within D2C financial services, excellent project management, communication and stakeholder management skills and the ability to think strategically and tactically.
May 02, 2024
Full time
Our client is a successful and growing digital investment platform providing a range of products for UK retail investors including ISAs, SIPPs and JISAs. They are hiring a Customer Retention Marketing Manager to develop and deliver D2C customer loyalty/retention marketing campaigns and initiatives, including personalised engagement strategies. Other responsibilities include building out data and analytical capabilities, managing test and learn engagement approaches, developing a strong understanding of the competitive landscape and market trends in D2C investing, supporting customer acquisition focused campaigns, managing relationships with vendors including creative agencies and internal stakeholders, budget management and ROI reporting. The successful candidate will be a team player, possess a strong background in customer loyalty/retention marketing within D2C financial services, excellent project management, communication and stakeholder management skills and the ability to think strategically and tactically.
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The COO office is looking for an experienced SIPP Technical Operations Director to take responsibility for the day to day management of the new SEI SIPP Operator and SIPP Administration (in-house and outsource service) business. This is a key role in our banking strategy in the UK, expanding our offering and responding to client and market needs. Initial Engagement: To initially act as the senior business lead for the delivery and implementation of the new SEI SIPP Operator and SIPP Administration business before taking on the day to day role of running the business (e.g. to provide leadership, technical input and operational guidance in relation to the: Design and implementation of the Business Plan Design and implementation of the SEI SIPP Product Design and implementation of the Business Operating Model Design and implementation of the IT Integrations and Business Processing Recruitment and implementation of the SIPP Administration Team This is expected to be a c18-month project. Role: This role in the future may be classified as an SMF. The SIPP Administration Team Manager will report directly to you. As well as being responsible for the day-to-day SIPP operation you will also play a key role in: Assisting and developing the SIEL retirement strategy. Developing and enhancing existing solutions. Supporting the launch of new products. Contributing to product pricing and profitability . Additionally, you will serve as the team and market unit's subject matter expert and will be helping to: Define new service offerings. Manage SIPP solution roadmaps and influence wider banking roadmap Support prospect/client agendas. Assist with the business case justification. The position will have interaction with prospects and clients as well as SEI team including: Operations. Sales Teams. Relationship Management. Solutions Vendor Management Internal/external Technical Development teams. Responsibilities: You will be responsible for: Managing the SEI SIPP operation within the defined SEI risk and control framework to support the product and the in-house and outsourced SIPP administration function. Providing support and building subject matter expertise on SEIs retirement solutions: o Efficient operating model o Adherence to regulatory environment o Management information and oversight tools o Client reporting - print vendor and system generated documentation with view to digitization o Oversight of third party vendors o Service Level Agreements (SLAs) Providing technical and operational guidance and input to assist the solutions team: o Ensure there is a forum for agile development by keeping development requirements updated and providing support to solutions managers o Basic oversight of the Product Specifications and Service Guides at pre- and Post Development to highlight areas of potential change to the services. o Gain a good understanding of SEI's approach to Agile (Mid-PSI, PSI Planning, Demos, Inspect and Adapt, Sprints, EST, UAT, etc) o Build relationships across the location including the Asset Management and Institutional teams (Master Trusts, DC/DB pension schemes) Effectively communicating with key stakeholders including: o Supporting the completion of RFPs, sales demonstrations and positioning of solutions within different business operating models o Working with wider solutions and platform teams to build a network and ensure a clear view exists of the front to back service offering and the interactions between these services o Assisting with testing and training of both internal and external resources in the front office solution offering All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. Skills, Knowledge and Experience What we need from you: Leadership skills and management experience. Significant pensions industry experience, especially SIPP, with an understanding of both the technical pension requirements as well as market knowledge Experience in outsourcing of Pension products and SIPP administration (participation in product user groups and initiatives (e.g. STAR Experience in preparing and delivering reports highlighting options and recommendations Strong relationship & stakeholder management skills Strong commercial and budgetary understanding Knowledge of the investment processing industry including a good understanding of retail products Proven ability to manage multiple agendas and achieve results Project and change management experience, managing multiple stakeholders. Business writing skills Excellent communication and presentation skills What we would like from you: Ability to make strategic decisions using data and sound judgement Positive attitude and intellectual curiosity Organisational and analytical skills Customer service and client management experience Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun - Please see our website for more information. SEI is an Equal Opportunity Employer and so much more After over 50 years in business, SEI remains a leading global provider of investment processing, investment management and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week. SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Apr 30, 2024
Full time
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The COO office is looking for an experienced SIPP Technical Operations Director to take responsibility for the day to day management of the new SEI SIPP Operator and SIPP Administration (in-house and outsource service) business. This is a key role in our banking strategy in the UK, expanding our offering and responding to client and market needs. Initial Engagement: To initially act as the senior business lead for the delivery and implementation of the new SEI SIPP Operator and SIPP Administration business before taking on the day to day role of running the business (e.g. to provide leadership, technical input and operational guidance in relation to the: Design and implementation of the Business Plan Design and implementation of the SEI SIPP Product Design and implementation of the Business Operating Model Design and implementation of the IT Integrations and Business Processing Recruitment and implementation of the SIPP Administration Team This is expected to be a c18-month project. Role: This role in the future may be classified as an SMF. The SIPP Administration Team Manager will report directly to you. As well as being responsible for the day-to-day SIPP operation you will also play a key role in: Assisting and developing the SIEL retirement strategy. Developing and enhancing existing solutions. Supporting the launch of new products. Contributing to product pricing and profitability . Additionally, you will serve as the team and market unit's subject matter expert and will be helping to: Define new service offerings. Manage SIPP solution roadmaps and influence wider banking roadmap Support prospect/client agendas. Assist with the business case justification. The position will have interaction with prospects and clients as well as SEI team including: Operations. Sales Teams. Relationship Management. Solutions Vendor Management Internal/external Technical Development teams. Responsibilities: You will be responsible for: Managing the SEI SIPP operation within the defined SEI risk and control framework to support the product and the in-house and outsourced SIPP administration function. Providing support and building subject matter expertise on SEIs retirement solutions: o Efficient operating model o Adherence to regulatory environment o Management information and oversight tools o Client reporting - print vendor and system generated documentation with view to digitization o Oversight of third party vendors o Service Level Agreements (SLAs) Providing technical and operational guidance and input to assist the solutions team: o Ensure there is a forum for agile development by keeping development requirements updated and providing support to solutions managers o Basic oversight of the Product Specifications and Service Guides at pre- and Post Development to highlight areas of potential change to the services. o Gain a good understanding of SEI's approach to Agile (Mid-PSI, PSI Planning, Demos, Inspect and Adapt, Sprints, EST, UAT, etc) o Build relationships across the location including the Asset Management and Institutional teams (Master Trusts, DC/DB pension schemes) Effectively communicating with key stakeholders including: o Supporting the completion of RFPs, sales demonstrations and positioning of solutions within different business operating models o Working with wider solutions and platform teams to build a network and ensure a clear view exists of the front to back service offering and the interactions between these services o Assisting with testing and training of both internal and external resources in the front office solution offering All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. Skills, Knowledge and Experience What we need from you: Leadership skills and management experience. Significant pensions industry experience, especially SIPP, with an understanding of both the technical pension requirements as well as market knowledge Experience in outsourcing of Pension products and SIPP administration (participation in product user groups and initiatives (e.g. STAR Experience in preparing and delivering reports highlighting options and recommendations Strong relationship & stakeholder management skills Strong commercial and budgetary understanding Knowledge of the investment processing industry including a good understanding of retail products Proven ability to manage multiple agendas and achieve results Project and change management experience, managing multiple stakeholders. Business writing skills Excellent communication and presentation skills What we would like from you: Ability to make strategic decisions using data and sound judgement Positive attitude and intellectual curiosity Organisational and analytical skills Customer service and client management experience Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun - Please see our website for more information. SEI is an Equal Opportunity Employer and so much more After over 50 years in business, SEI remains a leading global provider of investment processing, investment management and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week. SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
We're now looking for a Junior Product Analyst to join our AJ Bell D2C team in supporting the development and delivery of new functionality / features to the website and apps. Working in the product team they will help create and champion the product vision, strategy and roadmap ensuring it aligns with the company vision, strategy and business goals. What does the job involve? The key responsibilities of the role are as follows: Ensure new products and changes to the website and mobile apps are in line with business requirements through thorough testing before launch Be a product expert by working with impacted teams, including customer facing and marketing teams, to ensure they are supported with upcoming changes Champion customer insight by investigating and respond to feedback raised by customers, through a variety of mediums such as surveys and reviews Investigate feedback raised by internal business teams Responding to mobile app reviews in a timely manner, investigating bugs when required Supporting the Product Development Manager managing the backlog of prioritised work, identifying bugs Support the Product Development Manager writing small change user stories to improve customer experience Ensure all product change is compliant and has been reviewed by Compliance and Technical teams where relevant Amending communications sent to customers through automated systems when required Working with marketing teams as required supporting content on landing pages and FAQs in line with product development teams Supporting and enabling the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty Supporting customer services team on new product launches including producing training guides Managing customer facing messages/alerts on the app and web Perform other tasks as agreed with Product Development Manager or Senior Product Development Manager Competence, Knowledge and Skills: Educated to degree level or equivalent Awareness of financial services products Excellent written communication skills Problem solving and analytical skills Attention to detail Team player Willingness to learn Microsoft Office including Work, Excel, Outlook and Powerpoint Experience working in and/or knowledge of the financial services industry (SIPPs, ISAs, Investment accounts) would be advantageous Understanding of the software development cycle would be advantageous Knowledge of Agile practices would be advantageous 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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 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. Headquartered in Manchester with offices in central London and Bristol, we now have over 1200 employees and have been named one of the UK's 'Best 100 Companies to Work For' for five 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. What we offer: Competitive starting salary Generous holiday allowance of 27 days, increasing up to 30 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 Free gym 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.
Apr 15, 2024
Full time
We're now looking for a Junior Product Analyst to join our AJ Bell D2C team in supporting the development and delivery of new functionality / features to the website and apps. Working in the product team they will help create and champion the product vision, strategy and roadmap ensuring it aligns with the company vision, strategy and business goals. What does the job involve? The key responsibilities of the role are as follows: Ensure new products and changes to the website and mobile apps are in line with business requirements through thorough testing before launch Be a product expert by working with impacted teams, including customer facing and marketing teams, to ensure they are supported with upcoming changes Champion customer insight by investigating and respond to feedback raised by customers, through a variety of mediums such as surveys and reviews Investigate feedback raised by internal business teams Responding to mobile app reviews in a timely manner, investigating bugs when required Supporting the Product Development Manager managing the backlog of prioritised work, identifying bugs Support the Product Development Manager writing small change user stories to improve customer experience Ensure all product change is compliant and has been reviewed by Compliance and Technical teams where relevant Amending communications sent to customers through automated systems when required Working with marketing teams as required supporting content on landing pages and FAQs in line with product development teams Supporting and enabling the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty Supporting customer services team on new product launches including producing training guides Managing customer facing messages/alerts on the app and web Perform other tasks as agreed with Product Development Manager or Senior Product Development Manager Competence, Knowledge and Skills: Educated to degree level or equivalent Awareness of financial services products Excellent written communication skills Problem solving and analytical skills Attention to detail Team player Willingness to learn Microsoft Office including Work, Excel, Outlook and Powerpoint Experience working in and/or knowledge of the financial services industry (SIPPs, ISAs, Investment accounts) would be advantageous Understanding of the software development cycle would be advantageous Knowledge of Agile practices would be advantageous 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 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 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. Headquartered in Manchester with offices in central London and Bristol, we now have over 1200 employees and have been named one of the UK's 'Best 100 Companies to Work For' for five 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. What we offer: Competitive starting salary Generous holiday allowance of 27 days, increasing up to 30 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 Free gym 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.
A young DFM with upwards of £500M of client funds under management is on the lookout for an able Chartered Financial Planner with exceptional knowledge and enthusiasm to join their impressive team in London. The role is suitable for someone who will thrive in an entrepreneurial, professional and forward-looking environment and someone who will be willing to assist with the strategic growth of the company. You will work alongside a team of experienced Investment Managers with the ultimate aim of adding value to the existing client base and developing new business via industry connections and an established network with a view to eventually growing the wealth planning team further. This client looks after a diverse range of high-net-worth individuals and we have seen rapid growth from a start in September 2020 to close to £750 discretionary AUM at the start of 2022. Candidates will be qualified to Chartered status and will have a genuine desire to provide a high standard of advice and level of service to clients. You will be highly motivated with an entrepreneurial spirit. Detailed knowledge of Inheritance Tax Planning, Offshore advice and Pensions with a wealth of experience across different products and service types such as SIPP's & ISA's.A first class opportunity to work alongside likeminded individuals who are keen provide a first class service to their clients which is different to the corporate norm.
Dec 19, 2022
Full time
A young DFM with upwards of £500M of client funds under management is on the lookout for an able Chartered Financial Planner with exceptional knowledge and enthusiasm to join their impressive team in London. The role is suitable for someone who will thrive in an entrepreneurial, professional and forward-looking environment and someone who will be willing to assist with the strategic growth of the company. You will work alongside a team of experienced Investment Managers with the ultimate aim of adding value to the existing client base and developing new business via industry connections and an established network with a view to eventually growing the wealth planning team further. This client looks after a diverse range of high-net-worth individuals and we have seen rapid growth from a start in September 2020 to close to £750 discretionary AUM at the start of 2022. Candidates will be qualified to Chartered status and will have a genuine desire to provide a high standard of advice and level of service to clients. You will be highly motivated with an entrepreneurial spirit. Detailed knowledge of Inheritance Tax Planning, Offshore advice and Pensions with a wealth of experience across different products and service types such as SIPP's & ISA's.A first class opportunity to work alongside likeminded individuals who are keen provide a first class service to their clients which is different to the corporate norm.
Business Development Manager- SIPP / Financial Services North & Scotland - £competitive A leading UK Financial Services Group who specialises in providing Pensions & Investment Consultancy services are looking to recruit an ambitious individual into their growing SIPP & SSAS Business Development team. The SIPP & SSAS team are a large well known established division who manage client assets totalling over £2.5 billion which are predominately run through their extensive advisor network. This role will work closely with other members of the Business Development Management Team, seeking out new Intermediate Relationships with Financial Advisors and helping build and develop new relationships. The role would suit someone who enjoys developing new business relationships and understands the financial Advisory market. Specifics of the role will include - Identify business opportunities, analysing market information, IFA websites, trade press and monthly MI analysis. Establish new relationships with IFA's. Introduce SIPP / SSAS business area and develop new partnership Set up and maintain a pipeline of potential enquiries, ensuring all leads are followed up on and developed. Meet with existing clients, ensuring relationships are maintained. Work closely with all technical teams, ensuring the best possible service levels are maintained. Produce monthly sales MI, analyse results and decide what activities & methods have proven to be successful. Ensure you act within FCA regulations at all times. Improve and develop your technical knowledge and understanding of the SIPP market. The company offer an excellent benefits package and are investors in people demonstrating their commitment to the career development and training of all employees. They promote a strong positive working culture designed to provide a good work / life balance and are always looking at new initiatives to support the team. To apply for this role, you must be used to working in a similar business development oriented role and have knowledge of financial services products. For more information, please contact Richard Garbett
Dec 12, 2022
Full time
Business Development Manager- SIPP / Financial Services North & Scotland - £competitive A leading UK Financial Services Group who specialises in providing Pensions & Investment Consultancy services are looking to recruit an ambitious individual into their growing SIPP & SSAS Business Development team. The SIPP & SSAS team are a large well known established division who manage client assets totalling over £2.5 billion which are predominately run through their extensive advisor network. This role will work closely with other members of the Business Development Management Team, seeking out new Intermediate Relationships with Financial Advisors and helping build and develop new relationships. The role would suit someone who enjoys developing new business relationships and understands the financial Advisory market. Specifics of the role will include - Identify business opportunities, analysing market information, IFA websites, trade press and monthly MI analysis. Establish new relationships with IFA's. Introduce SIPP / SSAS business area and develop new partnership Set up and maintain a pipeline of potential enquiries, ensuring all leads are followed up on and developed. Meet with existing clients, ensuring relationships are maintained. Work closely with all technical teams, ensuring the best possible service levels are maintained. Produce monthly sales MI, analyse results and decide what activities & methods have proven to be successful. Ensure you act within FCA regulations at all times. Improve and develop your technical knowledge and understanding of the SIPP market. The company offer an excellent benefits package and are investors in people demonstrating their commitment to the career development and training of all employees. They promote a strong positive working culture designed to provide a good work / life balance and are always looking at new initiatives to support the team. To apply for this role, you must be used to working in a similar business development oriented role and have knowledge of financial services products. For more information, please contact Richard Garbett
Property Team Manager Ipswich 6 Month Contract £26,000pa Pure are delighted to be supporting as established organisation in Ipswich town centre with the recruitment of a Property Team Manager.The successful candidate will support the Commercial Property Manager for Property Management Enquiries, to include the property department training team, to ensure the smooth running of the Property Management Enquiries team and ensuring SLAs are met and quality is maintained.Other duties to include, to develop staff in the team, conduct performance appraisals and regular one to ones for the team, identifying weaknesses and delivering coaching and mentoring in areas which may require improvement. Effective prioritising of actions and monitoring team resources to ensure that service levels are met. Escalation points for technical queries and acting on identified errors to ensure that the appropriate measures are taken to eliminate reoccurrence and ensuring that staff adhere to all policies and business requirements. Key Accountabilities: To undertake day to day activities within the Property Management Enquiries Team and ensure that the team adhere to client deadlines and all internally agreed key performance indicators, service standards and regulatory reporting requirements are met. To maintain and develop contact with internal and external customers by both telephone and email to include solicitors, valuers, tenants, investors and financial advisers to ensure accurate communication of information. Responsible for Senior Administrators, Administrators and Assistant Administrators to ensure that the processing of clients instructions and any task activity is accurately completed to the service standards set by the Company. Act as an escalation point for all technical issues and complex complaint cases within the team including conducting client meetings and conference calls where required with support provided by the Team Manager. Supports the Team Manager to proactively identify, record, mitigate and escalate identified risk in conformance with company processes, procedures or SLAs. To support the Team Manager with the team recruitment processes including interviews and initial training responsibilities. Deliver continual improvement within the team across the areas of technical understanding and competence, staff development, process efficiency, productivity and management information. Personnel Management for allocated staff including 121 sessions, PDP management, sickness absence, management of holiday, overtime allocation and flexitime. To identify areas of poor performance and identify effective solutions to resolve issues. Support the Team Manager with any formal performance management requirements. Undertake team sampling of work items and phone calls and manage feedback and coaching to the team member and, where required, training across the team. Provide cover for Team Manager and other Team Leaders in the team during periods of absence/annual leave whilst fulfilling own role. Continuously monitoring processes ensure periodic review to ensure they are of high quality and objectives and policies of the Company are consistently met. Understand and adhere to all relevant controls such as internal risk controls, data protection, money laundering and ensure compliance of all regulatory, business and legal requirements. Key Skills: Able to cross train new starters to our internal procedures and methods. Able to work closely with other areas to resolve issues or help implement changes Ability to communicate effectively both verbally and in writing. (Essential) Good people and interpersonal skills to build up effective relationships at all levels internally and externally. (Essential) Ability to understand the needs of our customers and be focused around customer outcomes balancing this with risk to the Group corporate entities. (Essential) Ability to plan own workload to meet business requirements and service level agreements. (Essential) Excellent organisational skills and ability to remain calm under pressure in order to manage customer expectations and deadlines. (Essential) Proven technical ability, attention to detail & strong analytical skills (Desirable) Proficient in the Microsoft Office Suite (Essential) Proven skills in motivating a team and building a supportive and high performing team culture Knowledge: Excellent Knowledge of team processes, company policies and HR processes. Knowledge of wider Property Department functions and processes. Strong commercial property and commercial Landlord & Tenant knowledge Understanding of SIPPs, surrounding legislation and regulatory requirements Understands all core processing requirements and legislative background for action Demonstrates knowledge of our commercial market place and where the Company sits within it. Strong systems navigation skills (including Microsoft packages). (Essential)
Dec 01, 2022
Full time
Property Team Manager Ipswich 6 Month Contract £26,000pa Pure are delighted to be supporting as established organisation in Ipswich town centre with the recruitment of a Property Team Manager.The successful candidate will support the Commercial Property Manager for Property Management Enquiries, to include the property department training team, to ensure the smooth running of the Property Management Enquiries team and ensuring SLAs are met and quality is maintained.Other duties to include, to develop staff in the team, conduct performance appraisals and regular one to ones for the team, identifying weaknesses and delivering coaching and mentoring in areas which may require improvement. Effective prioritising of actions and monitoring team resources to ensure that service levels are met. Escalation points for technical queries and acting on identified errors to ensure that the appropriate measures are taken to eliminate reoccurrence and ensuring that staff adhere to all policies and business requirements. Key Accountabilities: To undertake day to day activities within the Property Management Enquiries Team and ensure that the team adhere to client deadlines and all internally agreed key performance indicators, service standards and regulatory reporting requirements are met. To maintain and develop contact with internal and external customers by both telephone and email to include solicitors, valuers, tenants, investors and financial advisers to ensure accurate communication of information. Responsible for Senior Administrators, Administrators and Assistant Administrators to ensure that the processing of clients instructions and any task activity is accurately completed to the service standards set by the Company. Act as an escalation point for all technical issues and complex complaint cases within the team including conducting client meetings and conference calls where required with support provided by the Team Manager. Supports the Team Manager to proactively identify, record, mitigate and escalate identified risk in conformance with company processes, procedures or SLAs. To support the Team Manager with the team recruitment processes including interviews and initial training responsibilities. Deliver continual improvement within the team across the areas of technical understanding and competence, staff development, process efficiency, productivity and management information. Personnel Management for allocated staff including 121 sessions, PDP management, sickness absence, management of holiday, overtime allocation and flexitime. To identify areas of poor performance and identify effective solutions to resolve issues. Support the Team Manager with any formal performance management requirements. Undertake team sampling of work items and phone calls and manage feedback and coaching to the team member and, where required, training across the team. Provide cover for Team Manager and other Team Leaders in the team during periods of absence/annual leave whilst fulfilling own role. Continuously monitoring processes ensure periodic review to ensure they are of high quality and objectives and policies of the Company are consistently met. Understand and adhere to all relevant controls such as internal risk controls, data protection, money laundering and ensure compliance of all regulatory, business and legal requirements. Key Skills: Able to cross train new starters to our internal procedures and methods. Able to work closely with other areas to resolve issues or help implement changes Ability to communicate effectively both verbally and in writing. (Essential) Good people and interpersonal skills to build up effective relationships at all levels internally and externally. (Essential) Ability to understand the needs of our customers and be focused around customer outcomes balancing this with risk to the Group corporate entities. (Essential) Ability to plan own workload to meet business requirements and service level agreements. (Essential) Excellent organisational skills and ability to remain calm under pressure in order to manage customer expectations and deadlines. (Essential) Proven technical ability, attention to detail & strong analytical skills (Desirable) Proficient in the Microsoft Office Suite (Essential) Proven skills in motivating a team and building a supportive and high performing team culture Knowledge: Excellent Knowledge of team processes, company policies and HR processes. Knowledge of wider Property Department functions and processes. Strong commercial property and commercial Landlord & Tenant knowledge Understanding of SIPPs, surrounding legislation and regulatory requirements Understands all core processing requirements and legislative background for action Demonstrates knowledge of our commercial market place and where the Company sits within it. Strong systems navigation skills (including Microsoft packages). (Essential)