Senior Team Leader for Financial Advisory

2 weeks ago


Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time

Lime People Search & Select Ltd is a well-established firm that provides expert advice to individual clients and businesses on various financial matters.

Team Leadership Position

We are seeking an experienced Senior Team Leader to join our team. In this role, you will be responsible for leading the day-to-day activities of our Administration teams, training and motivating the team to achieve objectives, and promoting the health, safety, and welfare of all team members.

Main Responsibilities:
  • Recruit and onboard new team members, conduct performance reviews and appraisals, and ensure alignment with company objectives.
  • Utilize a Diary Management System to allocate and track incoming work across the Administration teams.
  • Liaise with advisors throughout the advice process, supporting the production of portfolio and fund analysis reports for advisor/client meetings.
  • Collaborate with the compliance officer to ensure compliance standards are met throughout the financial services department.
  • Support the directors with project work related to business operations improvements.
Job Requirements

The ideal candidate will have a strong background in financial services, preferably within an Independent Financial Advisory sector. A proven track record of managing a team, evidence of team development and progression, and a good understanding of the Financial Advice sales process are essential. Knowledge of Intelligent Office, systems migrations/upgrades, and additional Financial Services qualifications would be beneficial.

Salary and Contract Terms

A competitive salary of £45,000 per annum and a good bonus structure are offered for this 1-year fixed-term contract position, with the possibility of extension or conversion to permanent employment.



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