Advice Services Team Lead

2 days ago


Wallasey, United Kingdom Search Full time

We are seeking an experienced Advice Services Team Lead to join our innovative growing charity. In this role, you will drive high-quality advice services and lead a team of professionals.

Key Responsibilities:
  • Provide guidance and support to advice team colleagues
  • Ensure all team members have the necessary resources and knowledge to perform their tasks effectively
  • Monitor and manage client appointments, ensuring they are adhered to and rescheduled when necessary

You will also collect and analyze data on appointment cancellations to identify underlying issues and themes. Additionally, you will assist in overseeing case management processes and ensure compliance with established protocols.

Your responsibilities will also include reviewing the CRM system for missing data and ensuring all records are up-to-date. A key aspect of this role is working with colleagues to identify and implement improvements based on data insights.

You will also be responsible for ensuring accurate documentation of project progress and outcomes. Your salary will be approximately £27,000 per annum, and you will enjoy flexible working options, opportunities for professional development, and a supportive team environment.


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