Client Delivery Team Leader

3 months ago

Bromsgrove, United Kingdom Idex Full time

We are looking for an experienced **Client Delivery Team Leader **to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

**Responsibilities**:

- Ensure that the team members meet defined service levels
- Redistribute work throughout the teams as required
- Assist in recruitment of new members of the team and train these members whilst maintaining development logs
- Complete monthly 1-2-1s for the team and communicate any changes in a positive and constructive manner

**Client Delivery**:

- Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded
- Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed
- New Business Submission: use client database to track new business and current position, updating planner accordingly

**Skills**:

- Must have excellent understanding of the financial planning process
- Must have excellent communication skills and telephone manner

**Requirements**:

- Experience in a Financial Services Administration Role
- Team Leader / Management Experience

**Essential**:

- Proficient IT skills, basic spread sheet and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
- Methodological approach to work

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

**Our Diversity, Equity and Inclusion Mission**

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

  • Warehouse Team Leader

    3 months ago

    Bromsgrove, United Kingdom Resolve Recruitment Services Full time

    **Warehouse Team Leader, Worcester** Resolve Recruitment are working with a well-established time-critical logistics business, delivering supply chain solutions across newstrade, retail, eCommerce and more throughout the UK. Due to growth, our client seeks an experienced Warehouse Team Leader to join their busy Worcester distribution team. **The role**: -...

  • Care Team Leader

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and compassionate Care Team Leader to join our team at Breme Residential Care Home. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care for our residents, while also supporting the development of our Care Assistants.Key ResponsibilitiesLead a team of Care Assistants to deliver...

  • Care Team Leader

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and compassionate Care Team Leader to join our team at Breme Residential Care Home. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care for our residents, while also supporting the development of our Care Assistants.Key ResponsibilitiesLead a team of Care Assistants to deliver...

  • Team Leader Care Bank

    4 months ago

    Bromsgrove, United Kingdom Care UK Residential Care Services Full time

    **Bank Team Leader / Senior Care Assistant Required** **Shift Patterns-8am-8pm/8am-8pm (0 hour contract)** **Hourly Rate-£12.50** To professionally lead the care team during any span of duty, ensuring that a safe, effective and efficient care service is maintained which meets the needs of residents and purchasers. To provide care to residents in...

  • Team Leader

    4 months ago

    Bromsgrove, United Kingdom Card Factory Full time

    Job Introduction **Location: Bromsgrove** **Contracted Hours Available: 17** Main Responsibilities We are passionate about celebrating our customers’ life moments and are now looking for a Team Leader to join our very successful Card Factory family to help fulfil this. With a real focus on customer experience and operational excellence, our Team...

  • Care Team Leader Position

    3 days ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and compassionate Care Team Leader to join our team at Breme Residential Care Home. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care for our residents, while also supporting the development of our care assistants.Key ResponsibilitiesLead a team of care assistants to deliver...

  • Care Team Leader Position

    3 days ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and compassionate Care Team Leader to join our team at Breme Residential Care Home. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care for our residents, while also supporting the development of our care assistants.Key ResponsibilitiesLead a team of care assistants to deliver...

  • Care Team Leader Position

    11 hours ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and compassionate Care Team Leader to join our team at Breme Residential Care Home. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care for our residents, while also supporting the development of our Care Assistants.Key ResponsibilitiesLead a team of Care Assistants to deliver...

  • Care Team Leader Position

    8 hours ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and compassionate Care Team Leader to join our team at Breme Residential Care Home. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care for our residents, while also supporting the development of our Care Assistants.Key ResponsibilitiesLead a team of Care Assistants to deliver...

  • Customer Team Leader

    4 months ago

    Bromsgrove, United Kingdom Coop Full time

    **Customer Team Leader** - Location: 30 Gibbs Lane, Catshill, B61 0JR- Pay: £12.10 per hour- Contract: 24 hours per week + regular overtime, permanent, part time- Working pattern: 3 varied shifts over 7 days, including afternoons, late evenings (until 10pm) and weekends, to be discussed at interview.- Full, paid training provided- - You must be aged 18 or...

  • Care Team Leader

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    Proud to be a leading provider of high-quality care homes, Sanctuary Group is dedicated to enriching the lives of our residents, their loved ones, and our valued staff. Our mission is to go beyond the standard expectation of providing great care by doing everything we can to make a positive impact on the lives of those we serve.About the Role:As a Care Team...

  • Care Team Leader

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    Proud to be a leading provider of high-quality care homes, Sanctuary Group is dedicated to enriching the lives of our residents, their loved ones, and our valued staff. Our mission is to go beyond the standard expectation of providing great care by doing everything we can to make a positive impact on the lives of those we serve.About the Role:As a Care Team...

  • Team Leader Care

    4 months ago

    Bromsgrove, United Kingdom Care UK Residential Care Services Full time

    **Team Leader / Senior Care Assistant Required** **Shift Patterns-8pm-8am (33/44 hour contracts available)** **Hourly Rate-£12.50** - **Must have either a NVQ2/NVQ3 or have experience as a Senior/Team Leader** If you have NVQ Level 3 and proven experience of caring for older people, and are looking for a rewarding role that comes with excellent training...

  • Retail Team Leader

    4 months ago

    Bromsgrove, United Kingdom The Works - Bromsgrove Full time

    **Team Leader** **Retail** **[Hiring Managers - Please complete this section]** **Salary: 10.77PH** **Ideal core working days: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday** **Type of store**: High Street *** **About our culture** The Works is such an awesome place towellwork! Our atmosphere is supportive, welcoming, friendly and...

  • Retail Team Leader

    3 months ago

    Bromsgrove, United Kingdom The Works - Bromsgrove Full time

    **Retail **Team Leader/Deputy Manager** **12 hours per week (weekday and weekend avaialbility)** **Type of store: High Street** *** **About our culture** The Works is such an awesome place towellwork! Our atmosphere is supportive, welcoming, friendly and inclusive. A second home-from-home where you can be your best and authentic _you_. - _ We’ve built...

  • Care Team Leader

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a highly skilled and compassionate Care Team Leader to join our team at Sanctuary Group. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care is delivered to our residents, while also supporting the development of our care assistants.Key ResponsibilitiesLead a team of care assistants to...

  • Care Team Leader

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a highly skilled and compassionate Care Team Leader to join our team at Sanctuary Group. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care is delivered to our residents, while also supporting the development of our care assistants.Key ResponsibilitiesLead a team of care assistants to...

  • Care Team Leader

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a highly skilled and compassionate Care Team Leader to join our team at Sanctuary Group. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care is delivered to our residents, while also supporting the development of our care assistants.Key ResponsibilitiesLead a team of care assistants to...

  • Care Team Leader

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a highly skilled and compassionate Care Team Leader to join our team at Sanctuary Group. As a Care Team Leader, you will play a vital role in ensuring the highest quality of care is delivered to our residents, while also supporting the development of our care assistants.Key ResponsibilitiesLead a team of care assistants to...

  • Care Team Leader Position

    1 week ago

    Bromsgrove, Worcestershire, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and compassionate Care Team Leader to join our team at Breme Residential Care Home. As a key member of our care team, you will play a vital role in ensuring the highest quality of care for our residents.Key ResponsibilitiesLead and manage a team of care assistants to deliver exceptional care to our residentsDevelop...