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Job Title: Team Manager - IFAÂ Client SupportÂ
Candidates for this role must have at experience of managing a team and technical experience from working in Financial Services, preferably an IFA. This role is not for someone who currently has no line reports and is looking to progress into being a Team Leader as current management skills are essential.
Location:Â Bath or Cheltenham - 2 days in office 2 days at homeÂ
About the Role:
We are seeking a dynamic Team Manager to lead our Support team, ensuring excellent client service delivery and continuous improvement. This role involves managing team performance, facilitating change, and ensuring compliance with industry regulations.
Key Responsibilities:
Team Management:
- Lead and manage the Support team, focusing on excellent client service.
- Coach and develop team members to maximise their contribution and potential.
- Conduct performance reviews and identify training needs.
- Ensure efficient workload distribution and manage team leave.
- Collaborate with HR for recruitment and employee relations processes.
Client Service Delivery and Continuous Improvement:
- Proactively improve client service quality and efficiency.
- Utilise productivity methods and assess resourcing requirements.
- Implement systems and tools for efficient working.
- Collaborate with the Client Service Manager to improve processes and workflows.
Change Management:
- Design and deliver process changes for excellent client service.
- Lead change management within the team, providing coaching and support.
- Build stakeholder relationships and support projects as needed.
Compliance:
- Ensure compliance with FCA regulations and company procedures.
- Manage change within a risk management framework.
Personal Development:
- Continuously develop professional expertise and recognise areas for personal growth.
Knowledge, Skills & Competencies:
- Experience in supervising or managing others in financial services.
- Strong client service delivery within agreed SLAs.
- Proficient in Microsoft Office and understanding of client journey lifecycle.
- Experience in environments of significant change and engaging with clients.
Desirable:
- Experience in behavioural training and assessments.
- Familiarity with Intelliflo Office (iO) software.
- Full FPC or equivalent CF qualifications.
Personal Attributes:
- Accountable, collaborative, inquisitive, transparent, aware, adaptable, and determined.
If you are a proactive leader with a passion for client service and team development, we would love to hear from you. Apply today!
