Financial Services Team Leader

1 month ago


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

We are seeking a highly skilled and experienced Financial Services Team Leader to join our team at Lime People Search & Select Ltd. As an IFA Administration Team Leader, you will be responsible for managing the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives, and promoting the health, safety, and welfare of all team members.

The ideal candidate will have some Management or Team Leading experience in the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process, and the commissions and fee payment process.

A great salary is offered with this 1-year fixed-term contract position, with a good bonus to be paid at the end of the contract, with the possibility of it being extended or made permanent.

Key Responsibilities:

  1. Leading the day-to-day activities of the Administration teams.
  2. Training and motivating the team to achieve objectives.
  3. Using a Diary Management System to allocate and track incoming work across the Administration teams.
  4. Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor/client meetings.
  5. Using platforms and liaising with product providers to obtain information about existing and potential investments.
  6. Assisting the compliance officer to ensure compliance standards are met throughout the financial services department.
  7. Supporting the directors with project work in relation to improvements in business operations.


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