Client Delivery Team Leader Job at The Private Office (Leeds)

Job Description

Are you an experienced IFA Administrator looking for a step into management? Do you want to work with an award-winning team? You will have full line management responsibility for your team. You will ensure that all client correspondence and business processing is completed to a high quality and in a timely manner by demonstrating effective delegation and work-flow management within your team of CDAs.

Job Responsibility

Full line management responsibility of the CDAs
Monthly 121s, ongoing performance and behaviour management
Appraisals, salary reviews and objective setting
Holiday requests, sickness/absence plus Day-to-day HR queries
To be the first point of contact for your team
Effective workflow management within your team through task assignment and delegation
Develop and maintain effective relationships with key stakeholders including colleagues and third parties
Effective management oversight ensuring that financial transactions are completed correctly, and files are fully FCA compliant
Ongoing monitoring and oversight of workflow for your team and working with your fellow Team Leaders to help keep work evenly distributed
Build and maintain a strong relationship with the CRM team to ensure communication is to the highest level and work is prioritised in line with Adviser & Client needs
Complex technical new business processing i.e. Defined Benefit transfers, specialised investments or Family Office support on an ad-hoc basis
Ability to take on cases or tasks in periods of high volume or limited team capacity
Develop and maintain effective relationships with clients, colleagues and third parties
Ensuring data in Curo is continually maintained on behalf of your team to help produce accurate MI for the business
Presenting at team meetings as appropriate
Communication of Management Information (MI) and forecasting
Assisting with the recruitment and interview process for new starters

Requirements

Ability to work under pressure and multi-task on a day-to-day basis
Ideally experience within a Team Leader or Senior CDA role
Working to deadlines and meeting high targets
Confident in managing relationships with both advisers and your team
Ability to delegate and workflow mange within your team
Excellent people and communication skills
Ability to prioritise your teams work to meet Service Level Agreements (SLA)
Building strong and effective working relationships with other teams in the business

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

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Client Delivery Team Leader

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