Financial Services Team Leader

Job Title: Financial Services Team Leader

Contract: Permanent, 37.5 hours per week

Hours: Full Time, 9am - 5pm, Monday to Friday

Location: Near Solihull plus hybrid working

Salary: £35,000 - £40,000 per annum + attractive bonus scheme

Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.

Our client, a well-established, corporate organisation is recruiting for a Team Leader. They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices. This role is offering a hybrid model of 3 days in the office and 2 days at home. The successful individual will provide an excellent service to internal and external stakeholders, understanding the value of key relationships and high-level service delivery.

Duties include:

• Provide technical and administrative support as required to all departments, including the management team, supporting the practice to ensure end to end processes are adhered to.
• Provide client/adviser support in relation to existing client needs.
• Deal with queries from clients and other parties through effective communication.
• Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Construction of financial planning solutions investment, retirement, tax, and estate planning supported by the production of computer models and reports.
• Research and analyse financial products to meet client requirements and objectives.
• Maintain the correct client contact records and handle calls professionally.
• Supervise the administration team and provide frequent updates to key stakeholders.
• Coordinate training for junior team members.
• Respond to phone calls and greet clients and visitors when necessary.

Key requirements:

• Background in office support within financial services or a related industry.
• Familiarity with pertinent regulations and legislation.
• Proficiency in Microsoft Office, Outlook, and CRM systems.
• Minimum level 4 Diploma PFS qualified or progressing towards it.
• Familiarity with Pension Transfer market and desirable Final Salary Pension Transfer knowledge.
• Proficient in major research systems like Analytics, Voyant, etc.
• The ability to transfer information and data accurately.
• Proficient in numeracy.
• Skilled in handling third parties discreetly and confidently.
• Highly organised with strong communication abilities.

If you feel that you have the necessary skills and experience required to fulfil this role, apply or get in touch for more information.

If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details are up to date.

If you are already registered with Tirebuck Recruitment or Allocate Recruitment, please contact your consultant to discuss suitability for this position. Tirebuck Recruitment and Allocate Recruitment only operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy. Tirebuck Recruitment and Allocate Recruitment are divisions of Tirebuck Recruitment Ltd. Tirebuck Recruitment Ltd acts as an employment agency for permanent recruitment and an employment business for temporary recruitment as defined by the Conduct of Employment Agencies and Employment Business Regulations 2003.