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Financial Services Team Leader

About the role

A well-recognised wealth management business, who’s centuries of success speak for itself, are looking to appoint a Team Leader for their operations team. Their services include creating Financial Plans, and investment portfolios including investment management, retirement planning and efficient investment.

This role is based in their city centre Newcastle office and is offered on a fixed term contract basis until the end of February 2023. This is working a 35 hour week.

We are keen to speak with candidates who have had management/ supervisory experience within a Financial Services environment.

About the role:

  • Ensure team members adhere to the Risk and Control and policy frameworks

  • Coordinate and monitor the Operation Team’s work, and make sure it is completed to a high level of accuracy, and to company standards

  • Plan and support resource management

  • Carry out administrative duties as required

  • Ensure client teams provide an exceptional client service

  • Monitor training requirements for your team

  • Ensure team have regular performance meetings

  • Make sure audit requirements completed within deadlines

  • Support line manager in overseeing delivery of project tasks

About you:

  • Good standard of education including GCSEs and A Levels, Degree qualification is desirable

  • Previous experience in management within an operations environment in Financial Services

  • Ability to coach and develop others

  • Proven ability to motivate others and use initiative

  • Excellent communication skills and ability to adapt communication style to suit audience

What’s in it for you:

  • Salary of up to £35,000 depending on experience

  • 25 days holiday plus 8 bank holidays

  • Medical/ Health insurance

  • Employee Assistance

  • Employee discounts

If this sounds like an opportunity you would like to find out about, click “apply now” and one of the team will be in touch.

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