Financial Services Team Lead

1 week ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full time
Job Overview

We are seeking an experienced Financial Services Team Lead to join our Newcastle office. As a key member of our team, you will be responsible for managing a team of five Financial Service Administrators and supporting our expert Financial Services team.

About the Role

This is an excellent opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation. You will have the chance to work with a wide range of financial services products and product providers, including pensions, inheritance tax, life assurance and protection, health insurance, employee benefits, investments, business protection and wealth planning.

Key Responsibilities
  • Manage a team of five Financial Service Administrators, providing guidance and support as needed.
  • Deal with new business administration in line with procedures and time scales, including computer input, acknowledgements and chasing for outstanding information.
  • Prepare quotations and obtain application forms where necessary.
  • Foster good relations with clients, responding to their queries and resolving issues promptly.
Requirements
  • Proven experience in managing a financial services team, with a strong understanding of financial services products and product providers.
  • Excellent customer service skills, both written and oral.
  • Good organisational ability, with a focus on meeting deadlines and delivering high-quality results.
  • Sound knowledge of FCA requirements within a financial services role.
Benefits
  • Competitive salary: £45,000 - £60,000 per annum (dependent on experience).
  • Holiday entitlement: 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively).
  • Pension scheme: Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme.
  • Life Assurance cover up to 4 x salary.
  • Career development opportunities, including funded support and financial incentives for professional qualifications.
About Us

Lycetts Insurance Brokers, part of Benefact Group, has over 60 years' experience in providing comprehensive insurance, risk management and financial advice to commercial and private clients. We pride ourselves on being a trusted adviser, donating a significant proportion of our profits to good causes.



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