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As a Team Manager you will work closely with our Head of Client Support to ensure your team is motivated, continually developed and consistently providing the best level of service to our clients and advisers. You will be working with colleagues of varying levels of experience and will strive for the best possible standards throughout.
Job Responsibility:
Responsible for the day-to-day oversight and management of the administration team
Acting as first point of contact for queries, managing workloads within the team and identifying training needs and areas for continuous improvement
To hold regular one to one’s meetings with individuals
To deal with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Regional Operations Manager
To work closely with the Head of Client Support, 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
To assess the department’s workload and capacity on a daily basis, prioritising and reallocating the work as required
To ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times
At busy time periods the team manager will also be expected to assist with the work if/when required
To assist the Head of Client Support, and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis
Ensure that they use the Operations Dashboard to discuss the admin MI in 121’s which feed through to the appraisals
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 Head of Client Support, to implement the necessary changes
To hold team ‘huddles’ on a regular basis, providing the team with key updates including any changes to process and procedure
To discuss work levels within the department, reallocating work as appropriate
To develop and maintain good working relationships with the Head of Client Support, Senior Managers, Paraplanning Managers, Advisers, Central Operations and Central Service teams
To act as the point of contact for the Senior Manager/s in the office in order to assist with any day-to-day queries
Requirements:
A good level of experience in an administration supervisory role within the financial services, 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
Ability to build and develop effective working relationships at all levels
Some experience of training on a one-to-one basis and in a group environment
What we offer:
Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities