Back to Job Search

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.

Similar Jobs

View All Jobs
Financial Accounts Assistant
Newcastle upon Tyne£24,000 - £26,000Permanent

Due to continued success, a large Insurance Firm are looking to recruit a Financial Accounts Assistant to work within their team on a permanent basis, this role would report to the Corporate Treasu...

Client Service Executive
Newcastle upon TyneHighly Competitive

A major player in the Wealth Management sector with an enviable reputation are looking to appoint a Client Service Executive into their office in Newcastle City Centre. This role is 35 hours per we...

Customer Service Advisor
Glasgow City£10.39 ph

We are working with a client based in the heart of Glasgow to recruit a number of Customer Service Advisors on a temporary ongoing basis, potentially leading to a permanent role for the right candi...

Administrator
Newcastle upon Tyne£22,000

One of the most respected household names in Financial Planning and Wealth Management are looking to add to their Admin team in Newcastle City Centre. Whether you’re an experienced Administrator, o...

Solicitor
Newcastle upon TyneCompetitive

We are looking for a Solicitor to join an award–winning law firm based in Newcastle. This is a permanent role within the Corporate Conveyancing Team to supervise all required legal duties relating ...

Paralegal
Newcastle upon TyneCompetitive

We are looking for a Paralegal to join an award-winning law firm based in Newcastle. This is a permanent role within the Corporate Conveyancing Team to provide end to end conveyancing service for c...

Legal Cashier
£25,000 - £30,000

Due to their continuous success, an established law firm based in Newcastle are looking to recruit a Finance Assistant to work within their finance department. The opportunity: This is a full-time ...

Procure to Pay Lead
South Tyneside£24,000 - £26,000

Due to continued success, a large hospitality chain based in South Shields are looking to recruit a Procure to Pay Lead to work within their team on a permanent basis. This position reports to the ...

Finance Coordinator
£24,000 - £27,000

Due to continuous success, a Durham-based organisation are looking to recruit a Finance Coordinator to work within their Accounting department on a six-month fixed term contract. This position has ...

Patient Coordinator
£20,949

A not-for-profit organisation who provides services on behalf of the NHS and local authorities are looking to recruit a Patient Coordinator to work in their office on the outskirts of Newcastle. Th...

Customer Support Representative
Newcastle upon Tyne£24,000

A software company in the Newcastle upon Tyne area are looking to employ a Customer Service Representative. Having won awards for their work life balance culture and also best CEO, they have an env...

Legal Case Officer
Durham£24,000

Are you looking for a rewarding role in professional regulation that improves safety and quality in professional practice? A Durham-based charity is looking for a diligent and client-focused Senior...