Financial Services Team Leader - Manchester - City, Manchester, United Kingdom, M1

£24-28k

This outstanding firm of Independent Financial Advisers are looking to recruit a Team Leader to oversee and manage the day to day operations of an administration team. The role will see you actively support the Operations Manager in the management, motivation and development of the team to ensure that they provide an efficient, effective and timely administration service to the advisers and their clients, adhering to FCA regulations and internal policy and procedure.

The Team Leader will have :

  • Certificate in Financial Planning or an equivalent Financial Services qualification is desirable
  • Proven administration skills, good knowledge of IFA procedures, procedures and systems, in addition to comprehensive product and technical knowledge
  • A good level of experience in an administration role within the financial services industry, ideally within an IFA
  • Experience of leading or managing a team
  • A good knowledge and understanding of a wide range of financial products, including employee benefits products
  • Good knowledge of regulatory requirements
  • Experience of working within defined service standards, policies and procedures
  • Ability to build and develop effective working relationships at all levels
  • A team player with an adaptable and flexible approach to work to suit business needs and changing priorities
  • Some experience of training on a one to one basis and in a group environment

Job role :

  • Be responsible for the day to day oversight and management of the admin team
  • Act as first point of contact for queries, managing workloads within the team
  • Work closely with the Operations Manager and Senior Managers
  • Identify training needs and areas for continuous improvement
  • Hold regular one to one's meetings with individuals
  • Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices within the team
  • To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
  • Assess the department's work load and capacity on a daily basis, prioritising and reallocating the work as required
  • Ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times
  • Assess the department's work load and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the adviser and the clients
  • Ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times
  • Assist the Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis
  • To carry out regular department audits, including monthly file reviews, in order to identify any errors which might indicate a training or development need within the team. To produce recommendations, and to support the Operations Manager to implement the necessary changes
  • Carry out Virtual Cabinet quality checks for the team, in line with company guidance and standards, to monitor the accuracy of the digitisation of the client files

What's on offer:

  • Salary of circa £28,000 based on experience
  • Holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in the holiday purchase scheme)
  • An extra day off on your birthday
  • Participation in the Company's Flexible Benefits Scheme
  • Contributory Pension Scheme
  • Death in Service - 4 x basic salary
  • Training and professional qualification support
  • Opportunities for career progression
  • Rewards and Initiatives

Next steps:
If you believe that you have the relevant experience please apply now or contact Laura directly on O7894 9O536O to discuss further.

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