Team Manager

Posted Yesterday by Reed Insurance Featured
I have a new opportunity to join a retirement wealth planning platform in the centre of Bristol. This position is ideal for an individual who is looking for a new Team Manager position managing a team of SIPP/ SSAS administrators. 

Reporting to a Department Manager you will be responsible for leading a team of 8 – 15 people and working closely with Service Executives to ensure Investor outcomes are met.

You will be responsible for leading and motivating a team to achieve their individual and departmental goals ensuring focus on Investor Outcomes is maintained. 

Main Accountabilities:

• To build and maintain strong relationships with internal departments and teams along with Investors, Advisers and third parties. Promoting Investor focus within the team
• To develop and maintain a comprehensive understanding of the team’s processes and the role they play in providing exceptional Investor/Advisor service
• To minimise administration errors and complaints within the team
• Setting the benchmark for the rest of the team and ensuring the team produce work of the highest standards 
• To implement departmental strategy development plans and identify opportunities to enhance quality or value of service to Investors
• To coach and develop team members’ administration knowledge and skills, identifying and reporting training needs to Department Manager and Technical Trainer
• To take responsibility for all issues that arise within the team, escalating when appropriate
• Ensure all work carried out is within the defined company policies and procedures as well as the Risk and Governance framework
• To have an awareness of the operational risks of the department including the Risk Register and Business Continuity Plan, escalating issues or changes and maintaining accurate information to support these
• To ensure the Principles of Treating Customers Fairly (TCF) and ‘Think Investor’ are adhered to at all times
• To conduct post-error analysis, taking necessary action to prevent recurrence
• To provide accurate and timely reporting as requested
• Responsible for first line management of direct reports including:
– Recording and monitoring of sickness/absence and performance levels (SLAs and KPIs)
– Workload management and allocation
– Escalating absence, performance or disciplinary issues
– Holding regular one-to-one meetings

Job knowledge, skills, qualifications and experience required:

Essential:
• Experience of supervising or managing a team within Financial Services
• Excellent Customer Service skills
• Strong written and verbal communication skills
• Attention to detail
• Good numerical skills
• A team player and able to work independently using own initiative
• Good analytical and problem solving skills
• Excellent time management and the ability to work to deadlines
•Knowledge of the SIPP/SSAS market 

Reed Specialist Recruitment Limited is an employment agency and employment business

Application question

Do you have Team Manager experience working within Financial Services?

Reference: 33725621

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job