Financial Services Team Leader

Ipswich, Suffolk
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Due to their continued success, our client, a highly regarded Financial Services specialist based in Ipswich, is currently recruiting for a dedicated Team Leader to lead and motivate a busy team of Advisors. This is a fantastic opportunity to work for a leading business that recognise potential and promote from within.

Skills & Experience Required

* Proven experience of leading and motivating a customer service/financial services team, with a natural drive to motivate individuals to achieve the best results.

* Experience gained within the financial services industry or a similar regulated environment

* A strong desire to support the team in achieving their individual and client related targets in a positive manner

* Experience of mentoring and coaching individuals, understanding the need to adapt to the individuals learning style

* The ability to understand the needs of customers, and be focused on customer outcomes

* The ability to resolve complex customer problems / issues / complaints, and a strong understanding of customer service processes and systems.

* Strong communication and interpersonal skills to build effective relationships at all levels internally and externally

* Strong attention to detail

* Ability to work to strict deadlines with competing priorities

Key Duties & Responsibilities:

* Allocating work to the team, ensuring the Teams Service Levels are met

* Ensure all standards in line with client’s expectations of quality, productivity and performance are achieved by the team

* Planning and organising 1-2-1’s

* Ensuring that the team adhere to deadlines and all internally agreed key performance indicators, service standards and regulatory reporting requirements are met

* Delivering continual improvement within the team across the areas of technical understanding and competence, staff development, process efficiency, productivity and management information

* Overseeing complaints processes, seeking support from Compliance where necessary

Benefits:

* Competitive Salary

* Generous Pension Scheme

* Fantastic promotional opportunities

(V/12935)

Job Info
CV-Library logo
Job Title:
Financial Services Team Leader
Company:
CV-Library
Location:
Ipswich, Suffolk
Salary:
Competitive
Posted:
Sep 10th 2024
Closes:
Oct 11th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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