Portfolio Manager

1 week ago


Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

As a Portfolio Manager with Lowell Financial Ltd, you will be responsible for leading high-performing teams across our call and correspondence channels. Your primary focus will be on ensuring your team is performing to the best of their abilities, hitting all relevant targets and KPIs in a compliant manner.

About Us

We are committed to a hybrid working environment that allows our employees to achieve a great work-life balance. Our operating hours are Monday to Friday, 09:00-18:30, and Saturday, 09:00-13:00. We offer a competitive salary, ranging from £60,000 to £80,000 per annum, depending on experience, as well as a discretionary annual bonus and quarterly incentive bonuses. You will also have access to flexible benefits, including free parking, life assurance, and a fantastic culture with opportunities for self-development, recognition awards, and on-site facilities.

Job Description

Your key responsibilities will include:

  • Developing and coaching colleagues to deliver fair customer outcomes through side-by-side coaching and training.
  • Proactively monitoring and managing team and department performance against Key Performance Indicators and Service Level Agreements.
  • Analysing and acting on team statistical data outputs.

You will need to have strong communication and leadership skills, as well as the ability to motivate and support people to perform at their best. Experience of managing and coaching high-performing teams is essential, along with good organisational, time management, and detail-oriented skills.

Benefits

In addition to a competitive salary and bonus structure, you will also receive:

  • 28 days holiday plus public holidays, with the option to purchase up to an additional 5 days.
  • A 20% quarterly incentive bonus, in addition to your regular earnings.
  • Flexible benefits, including 3% employee contributions to a pension scheme.

We are committed to building a workplace where our employees can grow with us and help us make a difference together.


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