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AI Summary
This is a remote position.
Role: Team Leader (Pensions & Investments)
We are currently looking for Team Leaders to work as part of a high-quality team helping a major financial service provider deliver a past business review project focused on investment product sales. You will be working in a results-orientated and fast paced environment, where your core responsibility will be to lead a technical team and to support them in delivering accurate and timely guidance.
Learn and understand the process in depth
Support team to achieve productivity/quality targets
Conduct Process Confirmations (Buddying in/Observing Team)
Managing the teams workflow
Triage Case Clinic referrals
Triage referrals to the Technical Team
MI production/tracking
Resolve any underlying or ongoing issues with individual team members or the group as a whole
Make appropriate risk-based escalations and performance development plans for individual team members
Work collaboratively with operational and support functions conducting impact assessments and training needs identification
Deliver training through one-to-one and group sessions
Manage operational risk by ensuring governance and control processes are followed by your team
Where applicable, attend client facing meetings and discuss technical aspects of your team reviews (on a case-by-case basis) e.g. Case Clinic
EXPERIENCE / SKILLS REQUIRED:
Essential
Extensive team leader experience managing teams within financial services, Remediation or complaint handling operational experience preferred
Proficient at MI tracking, reporting case status to management and progressing against deadlines
Effective at issue resolution, appropriate risk-based escalations and performance development/ coaching of teams
Excellent facilitation, presentation and delivery skills with knowledge of financial service products and providers
Able to adapt to change, often at pace, and bring others with them
Stakeholder management and the ability to manage relationships and work at all levels
Proficiency in MS office (Microsoft Excel, PowerPoint, Word etc)
Ability to be flexible and reliable when working under pressure
Attention to detail
Sound decision making and organisational skills
Ability to work remotely/ independently
Desirable
RQF Level 4 in a suitable qualification e.g. CII Advanced Diploma in Financial Planning (or equivalent)
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