Team Leader

Team Leader

  • Full Time
  • Glasgow

Website hymansrobertson Hymans Robertson

You will lead a busy team and manage the DB and DC client work allocated to that team. You will also be responsible for the day to day operational management of the team through effective and efficient workflow, resource allocation, and procedural matters which impact the team.

Key responsibilities will include:

  • Proactively oversee people management and development of your team and ensure the team is working effectively, efficiently and achieves key performance indicators set by the Practice.
  • Maintain a quarterly rolling schedule of practice-specific and personal objectives.
  • Liaise with Administration Manager on resources, workflow and client expectations.
  • Manage and support individual team member performance
  • Ensures the completion of Career Development Reviews (CDRs) for your team.
  • Participate in annual pay/bonus review and calibration processes, as appropriate.
  • Effectively deal with routine employee relations situations, including sickness absence management, maternity and paternity arrangements.
  • Daily active management of workloads and workflows for the team.
  • Ensure resources are available in the right place at the right time by keeping up to date with active work and work in the pipeline.
  • Assess the capacity for introduction of new clients or project work into the team and allocate team resources to that work accordingly.
  • Actively input into recruitment/resource planning and participates in selection, recruitment and induction processes.
  • Communicate monthly financial information, staff updates, business plan progress, client news, work in progress reviews, etc to the team/Administration Manager as appropriate

Client/Member Responsibilities:

  • You will be the principal contact for an agreed list of clients.
  • Attend Trustee meetings to present on administration.
    Make recommendations for continuous improvements to client/member services.
  • Working with the Administration Manager, you will also ensure that all delivery promises, and performance standards are met and maintained.
  • Seek opportunities to delegate client work within the team, provided it can be done efficiently and effectively.
  • Maintain chargeability target as set by the Practice.
    Identify non-standard events through work planning to ensure all work is charged requests and projects outside the agreed fee basis.
  • Prepare monthly fee invoices to dates set by Finance.
  • Regular communication should include monthly financial information, staff updates, business plan progress, client news, work in progress review etc.
  • Technical Knowledge, Processes and Procedures
  • You will act as point of reference on technical issues – both DB and DC – and non-standard cases and ensures work allocated is processed in accordance with practice guidelines, documented operating procedures, quality standards and performance/service levels.
  • Take the lead in more complex/project work when required.
  • Works with the Administration Manager to improve operational efficiency and reduce costs, to include automation and the full use of standard procedures.
  • Provide technical training and guidance to the team, as required.
  • Monitor peer review to ensure this is carried out effectively and in line with best practice guidelines.
  • Maintain a good working knowledge of all systems and products.
  • Monitor completion of team time sheets and billing to ensure timely delivery.
  • Have an overview of budgets and fees across the team, with an awareness of the financial status of the team’s clients.



  • Educated to degree standard or equivalent (desirable)
  • GCSE / Scottish standard (or equivalent) in Maths and English at Grade B or above, or significant comparable experience.
  • Relevant professional qualification, such as Associate Membership to the Pension Management Institute, or relevant industry experience

Skills / Experience

  • Experience of team and workflow management and compliance with service quality standards.
  • Previous experience in the provision of effective, efficient and dedicated administration services to allocated clients.
  • Strong working knowledge of current pension legislation and the impact this has on the practice (both DB and DC).
  • Sound knowledge of Pension Administration operating systems, such as Universal Pensions Management (UPM),or similar.
  • Strong commercial and business awareness.
  • Demonstrable people leadership skills and able to motivate and engage staff.
  • Excellent verbal and written communication skills and the ability to influence at all levels.
  • Extraordinary attention to detail.
  • A consultative and partnering working style – both with colleagues and clients/members.
  • Analytically strong with a pragmatic approach to operational management.

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