Finance Customer Service Team Leader

7 months ago


St Albans, United Kingdom Red Door Recruitment Full time

**St Albans**

**£28k-30k depending on experience**

**Monday to Friday 9 - 5.30**

A friendly, professional, and relaxed Financial Services company based in St Albans are looking for a Team Leader to join a friendly and welcoming team.

You will be based within a modern office centrally located and in easy reach of the town centre.

The company offer excellent opportunities for development and progression in the future. This is an office-based role based in the office 5 days a week, Team leading a team of 13 call handlers.

**What’s in it for you**:

- **Salary: £28k-30k depending on experience**:

- **Hours: Monday to Friday 9 - 5.30**:

- **20 days holiday which rises 1 day per year up to 25 days**:

- Life Assurance
- Sickness cover
- Excellent training
- Social events
- Friendly and welcoming team
- Career progression

**Key Responsibilities for the Finance Customer Service Team Leader**:

- Contribute to organising the workloads of the team, ensuring they are always fully resourced and daily targets are met
- Be a focal point on referrals for the other teams
- Provide MI to the business on call monitoring
- Ensure quality controls levels are maintained amongst the team
- Ensure procedures are kept up to date and adhered to by all team members
- Provide an excellent customer service to clients and IFAs from initial request to successful resolution either by telephone or written correspondence
- Comply with legislative and regulatory requirements, e.g., Data Protection, Money Laundering, FCA rules
- Ensure all calls within the team are answered within agreed timescales
- Understands training and competency framework, using Skills Matrix and ensuring all staff meet their required competency levels

**For this Finance Customer Service Team Leader role the employer is looking for**:

- Experience of at least 3 years within the Financial Services Sector
- Experience of managing a team ideally within a customer service environment
- Proficient in Microsoft Excel and Word
- Good inter-personal, organisational and communication skills
- Ability to work to tight deadlines in a pressurised and fast-moving environment
- Ability to adapt to change with a flexible approach
- Good understanding of the Regulatory requirements, including Conduct Risk, Financial Crime, Data Protection, Information Risk, Fraud Prevention
- Strong communicational skills including an excellent professional telephone manner
- Red Door Recruitment is committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website._

**Job Types**: Full-time, Permanent

**Salary**: £28,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance

Schedule:

- Monday to Friday

Work Location: In person



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