Financial Services Team Lead

5 days ago


Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full time
Role Description

We are looking for a financial services team lead to join our team at Chase De Vere. As a top independent financial adviser, you will play a key role in providing exceptional client service and managing our administration team.

Main Duties
  1. Team Leadership: Collaborate closely with the Regional Operations Manager to implement process improvements and ensure compliance with FCA guidelines.
  2. Audit and Quality: Conduct regular department audits, file reviews, and virtual cabinet quality checks to identify errors and training needs within the team.
Essential Qualifications
  • A minimum of 1-2 years' experience in an administration supervatory role within the financial services industry, preferably with an IFA.
  • Strong knowledge of financial products, including employee benefits.
  • Experience in training and development, with a focus on one-to-one and group training.
Benefits Package
  • An estimated salary range is £55,000 - £65,000 per annum, inclusive of annual bonus potential.
  • Life-long life assurance (4 x salary).
  • Comprehensive induction and training programme.
  • Funded exams and paid study leave.
  • A variety of flexible benefits, including a cycle to work scheme and two paid volunteering days.


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