Mbf are working with one of the UKs largest and most successful Financial Planning & Investment Management organisations to recruit an experienced Team Leader/Manager. Our client is a leading name in the market, they have won multiple awards and work at the top end of the industry.
We are looking for a Team Leader to join a dynamic team and drive operational excellence for a fixed-term contract of 18 months.
About the Role
As a Team Leader, you will be responsible for motivating, coaching, and developing a team of nine Client Administrators. You'll work closely with financial planners to ensure outstanding client experiences, high operational standards, and team effectiveness. This is a hybrid role, offering a balance of office-based collaboration and remote working flexibility.
Key Responsibilities
- Lead and develop a team of Client Administrators, conducting appraisals, 1:1s, and training sessions.
- Provide expert guidance on technical and process matters while acting as the go-to person for team support.
- Build strong client relationships through regular contact and ensure accurate client records and documentation.
- Collaborate with financial planners and paraplanners to support suitability reports and pipeline management.
- Promote a culture of service excellence and ensure compliance with regulatory standards.
- Identify risks, implement mitigation actions, and report errors or breaches.
What We’re Looking For
- Ideally you will have previous experience within a similar within financial planning. However, the client will also consider experienced Team Leaders/Managers from wider financial services backgrounds such as: pension, investments, platforms, mortgages etc.
- Proven ability to manage, mentor, and develop a team.
- Excellent organisational and prioritisation skills.
- Exceptional written and verbal communication abilities.
- Stakeholder management and positive influencing skills.
- A commitment to delivering outstanding client service.
What’s on offer?
- Competitive salary up to £42,000 plus bonus.
- Hybrid working model for enhanced work-life balance.
- Generous holiday allowance with the option to purchase additional leave.
- Access to private medical insurance, pension contributions, and life assurance.
- Additional benefits such as cycle-to-work schemes, season ticket loans, and eye care support.
Sector:
- Financial Services
- General Insurance
- Financial Planning
- Asset & Investment Management
