Client Delivery Team Leader

4 days ago


Leeds, United Kingdom The Private Office Full time

**Are you an experienced IFA Administrator looking for a new role?**

**Do you want to work with an award-winning team?**

As a Team Leader, you will be a role model and mentor for team members in your Pod and oversee the team in the absence of the Client Delivery Manager (CDM).

You will provide support to other Paraplanners/CSAs in your Pod as well as work closely with the CDM to help the Pod meets their targets.

You will also be required to undertake client work in line with the duties and responsibilities of a Paraplanner/CSA. Please see the Paraplanner and CSA role profiles for details of the day-to-day responsibilities, knowledge, skills, and experience required for the role.

**Responsibilities**
- Providing spot/quality checks, coaching and mentoring for new joiners and existing members of the Pod
- Assisting with day-to-day workflow management to ensure SLAs and other deadlines are being met within your own Pod (and the wider team where required)
- Allocate work to those in your Pod
- Working with your CDM/Operations Managers to produce weekly report forecasting (Paraplanner Team Leader only)
- Processes Subject Matter Expert
- Holding catch ups with those in your Pod alongside your Client Delivery Manager
- Working with the Operations Managers and CDMs to deliver projects, drive change and provide recommendations/improvement ideas to increase efficiencies and quality within the team
- Signing off tax calculations for team members (Paraplanner Team Leader only)
- Assisting CDM in their preparation for 121s, e.g. reviewing quality and highlighting potential development needs by carrying out spot checks as required
- Assist CDM with the recruitment and interview process where required
- Attending regular Management/Team Leader meetings as appropriate
- To be the first point of contact for clients.
- Provide excellent telephone-based service to clients both external and internal together with third-party providers.
- Arrange client meetings to support allocated adviser(s).
- Ensure that financial transactions are completed correctly and files are fully FCA compliant.
- Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
- Complex technical new business processing i.e Defined Benefit transfers, specialised investments.
- Contact and liaise with relevant product providers/third parties.
- Liaise with clients, solicitors, and accountants as necessary in order to obtain relevant information and resolve queries.
- Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.
- Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
- Ensure that all tasks on CURO are completed in line with company policy and procedures.
- Develop and maintain effective relationships with clients, colleagues and third parties.
- Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
- Be aware and act upon any compliance, risk, and quality issues.
- Provide recommendations/improvement ideas to increase operational efficiencies within the team.

**Benefits**
- Share Scheme
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Private Healthcare;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
after qualifying period

**Knowledge, Skills and Experience**
- The confidence to present at team meetings across the business
- Strong experience in the IFA Administrator role
- Strong experience working in the Financial Services industry
- Comfortable and confident to assist in mentoring, both 121 and to a larger group alongside the Training Team
- Confidence and experience of working with wide range of advisers
- Ability to embrace change and desire to continue to drive change and efficiencies
- Ability to work under pressure and multi-task on a day-to-day basis
- Excellent people skills at a personal level
- Excellent communication skills on an individual and group level
- Ideally have experience of leading and motivating a team and coaching/mentoring others to achieve their potential


  • Sales Team Leader

    1 day ago


    Leeds, United Kingdom Client Full time

    Sales Team Leader (Facilities/HVAC)£33,000 - £35,000 + Hybrid Working + Training + Career Progression + Excellent Company BenefitsLeeds, UK (Commutable from Bradford, Baildon, Pudsey, Wetherby, Bingley, Otley)Do you have Sales experience in the Facilities Management industry? Are you looking to join a UK-leading company within a key strategic role...

  • Delivery Team Leader

    4 weeks ago


    Leeds, United Kingdom Acacium Group Full time

    **APPLICATION CLOSING DATE **21ST JANUARY** **Delivery Team Leader** **Xyla Health & Wellbeing (part of Acacium Group)** **Location: Hybrid remote with requirement in our Leeds or London office twice a week** **Employment Type: Permanent, Full Time **£28,000 - £32,000 per annum** **Unlock your potential**: We are looking for a positive, solutions...


  • Leeds, United Kingdom Irwin Mitchell Full time

    Your Role and What You'll Be Doing First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you’ll work with clients and colleagues to successfully onboard our clients. The Client Onboarding Team provides a centralised client and matter onboarding...


  • Leeds, United Kingdom Irwin Mitchell Full time

    Your Role and What You'll Be Doing First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you’ll work with clients and colleagues to successfully onboard our clients. The Client Onboarding Team provides a centralised client and matter onboarding...


  • Leeds, United Kingdom The Ardonagh Group Full time

    **Client Money Team Leader - ARD959601 - Leeds (Hybrid)** **Purpose of the Role** This exciting hybrid opportunity has arisen to join a growing Finance team in Leeds, protecting and administering our clients’ money. You will lead the Client Money team, manage the client money process, ensuring client financial transactions in relation to insurance...


  • Leeds, United Kingdom Hays Specialist Recruitment Limited Full time

    **Infrastructure Team Leader** **Infrastructure Team Leader** **Home working + Local office** **Up to £70,000** Your new role The Infrastructure Team Leader will be a key part of our IT Operations Service Delivery function and responsible for managing the 3rd Line End-point technical delivery and associated services for the firm. These services are varied...


  • Leeds, Leeds, United Kingdom The Ardonagh Group Full time

    Client Money Team Leader - Payments - ARD Leeds (Hybrid)Purpose of the RoleThis exciting hybrid opportunity has arisen to join a growing Finance team in Leeds ensuring client financial transactions relating to insurance broking are managed and recorded correctly. You will lead a transactional finance team in overseeing and managing client money processes and...

  • Team Leader

    1 week ago


    Leeds, Leeds, United Kingdom Inspire North Full time

    Elevate Young Lives: Lead, Support, and Make a Difference with OWL's Team Leader RoleAs a Team Leader at OWL, you will play a pivotal role in the efficient day-to-day management of our housing-related support services. You will lead and manage operational teams, ensuring that they work effectively with our clients and maintain high-quality service delivery....

  • Team Leader

    1 week ago


    Leeds, Leeds, United Kingdom WTW Full time

    As a Team Leader of a Scheme Events Team at WTW, you will be making a difference within our leading and fast-growing pension administration business. You and your team will provide a high quality and valued service to our impressive portfolio of clients that include prestigious and market leading global companies. You will enjoy being able to benefit from...

  • Team Leader

    3 weeks ago


    Leeds, United Kingdom Inspire North Full time

    **_Are you searching for your next opportunity to lead a team and make a difference_**_? This could be the role for you!_** Are you passionate about making a real difference in the lives of young people facing homelessness? Are you a natural leader who thrives on providing guidance and support to a dedicated team? As a Team Leader, you will support our...


  • Leeds, United Kingdom Catch 22 Full time

    We are currently working with a **national Student Accommodation provider** looking to appoint a Facilities Team Leader to support with the upkeep and running of their Facilities in **Birmingham**. Core responsibilities for **Facilities Team Leader** include: - Support the Facilities Manager to build and develop a motivated, engaged, and high-performance...


  • Leeds, United Kingdom Lucy Walker Recruitment Ltd Full time

    We have a unique opportunity with one of our leading clients who specialise within the marine, textile and food industry. Due to natural growth and continued success, we are recruiting for a Technical Team Leader and Client Management candidate. Due to the level of technical support, language and product you will be working with you must come from a...

  • Transport Team Leader

    4 weeks ago


    Leeds, United Kingdom Page Personnel Logistics Full time

    Our client is currently looking for a Transport team leader to join their team on a Monday - Friday basis with hours between 4pm and 2am. This role will lead the drivers and ensure deliveries have been completed successfully. **Client Details** Our client is a leading FMCG business in Leeds who due to expansion are increasing the headcount in their...


  • Leeds, United Kingdom Driver and Vehicle Standards Agency Full time

    **Details**: **Reference number**: - 321864**Salary**: - £32,603**Job grade**: - Higher Executive Officer**Contract type**: - Permanent**Business area**: - DVSA - Enforcement**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 5Contents Location About the...


  • Leeds, Leeds, United Kingdom Catch 22 Full time

    We are currently working with a national Student Accommodation provider looking to appoint a Facilities Team Leader to support with the upkeep and running of their Facilities in Birmingham.Core responsibilities for Facilities Team Leader include:Support the Facilities Manager to build and develop a motivated, engaged, and high-performance team Take...

  • Team Leader

    2 weeks ago


    Leeds, United Kingdom The Ardonagh Group Full time

    **Team Leader - Leeds - ARDXO889977** **Insurance Broking Team Leader - Leeds** Are you someone who thrives in the Insurance Industry? We’re on the hunt for a talented Insurance Broking Team Leader who uses their knowledge and experience of the Insurance Industry to lead a team and build strong, trusted, and profitable client and customer relationships....

  • Team Leader

    2 weeks ago


    Leeds, United Kingdom Page Personnel Secretarial & Business Support Full time

    Page Personnel have just registered a new exciting Permanent Team Leader Position to work for a reputable business within the Legal Sector. This would be an exceptional opportunity for someone that is managing a team at the moment and is looking to join a company which are going through significant growth and have lots of exciting plans for the...

  • Team Leader

    3 weeks ago


    Leeds, United Kingdom Headway Recruitment Full time

    Team Leader My client a local HR Advisory business have an opportunity for a Team Leader to Lead and be an escalation point for a team of Note/Minute takers taking notes in virtual HR meetings. You will also be required to facilitate the meetings and the QA checks as and when required. Shift patterns 1: Monday - Sunday 6am -6pm 2: Monday - Friday 6pm...

  • Team Leader

    2 weeks ago


    Leeds, United Kingdom NFP People Limited Full time

    **Team Leader** A fantastic opportunity has become available to work as a Team Leader for our client, a Deaf led charity, committed to creating a future where there are no barriers to good health and well-being for Deaf people. They provide services directly in British Sign Language (BSL) and work in partnership with the NHS and local...

  • Team Leader

    4 weeks ago


    Leeds, United Kingdom Ministry of Justice Full time

    **Team Leader - Leeds - 72433** **£25,827 - £27,170** **Leeds**: **HM Courts and Tribunals Service**: **Criminal Fines Collection and Enforcement**: **Job Title: Team Leader**: **holder.**: **Pay Span or equivalent: EO**: **Background**: **About Criminal Fines Collection and Enforcement**: The Criminal Fines Collection and Enforcement Service plays a...