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Membership Team Leader

4 months ago

Leicester, United Kingdom SF Recruitment Full time

Job Title: Membership Team Leader
Contract: Full Time, Permanent
Location: South Leicester, Leicestershire

**Salary**: £30,000pa-£33,000pa
Hours : Office based 9-5
The Commercial Division of SF Recruitment are currently looking to recruit a Membership Team Leader, your job role will be to manage the activities of the Membership department, to deal with onboarding of members and advisers, check ongoing fitness and proprietyand dealing with termination of membership/authorisations. You will also be co-ordinating the risk management procedures and risk reviews.
The role:

- Management of the Membership Team, including coaching, 1:1's, training and performance reviews to ensure they have the necessary knowledge and skills
- Manage maintenance of the Membership database to accurately record status and permission levels
- Management of ongoing fitness and propriety of members and advisers
- Processing suspensions and terminations and dealing with references for exited members and advisers
- Conduct checks to ensure complete documentation for membership have been assessed and retained to the appropriate database and filing systems
- Produce reports and maintain records of activities specified by Senior Management
- Report wilful misrepresentation and/or false documentation to the Compliance Director and agree appropriate remedial action
- To maintain ongoing competency through development of personal training plans in conjunction with Compliance Director
- Co-ordination of risk management procedures and reviews
- This list is not exhaustive and other relevant duties will be undertaken in relation to the job.
Skills required:

- CeMAP/equivalent professional financial services qualification desirable but not essential
- Excellent verbal and written communication skills
- The ability to analyse information with a view to making informed decisions
- Knowledge of systems of control and able to follow clearly defined procedures
- Experience of working under pressure, prioritising, and working to tight deadlines
Experience Required:

- Demonstrable supervisory skills including managing and coaching
- Process/Compliance background
- Good team player, but with a definite ability to work under own initiative