Team Leader Financial Services

1 month ago


Manchester, United Kingdom CV-Library Full time

Are you a motivated and experienced leader with a background in financial services? Do you have the skills to inspire and develop a high-performing team?
 
We are seeking a Team Leader to oversee a team of 12 Advisers, ensuring they deliver outstanding service to members while driving team performance and process improvement.
 
Your Responsibilities:

Lead, coach, and develop your team to deliver exceptional customer service to both internal and external clients.
Drive continuous improvement in team processes and procedures, ensuring compliance within a regulatory environment.
Provide accurate and timely Management Information while maintaining key data within the CRM system.
Implement effective training strategies to ensure your team’s knowledge remains current and compliant.
Handle escalated calls and complaints, delivering swift and satisfactory resolutions.
Plan and manage resources effectively to meet fluctuating demand and support business objectives. 
What We’re Looking For:
We need an exceptional people manager who:

Has experience managing teams of 12+ people, with a strong background in performance management and HR-related matters.
Understands the importance of learning, development, and fostering a positive team culture.
Possesses financial services experience, ideally within the mortgage, protection or financial advice sectors. (Experience in banking, general insurance, credit, legal or telecoms industries will also be considered.)
Is comfortable with complex, technical information and has a solid understanding of regulatory environments. 
What’s in It for You?
A competitive salary, excellent benefits and an environment where personal development and wellbeing are prioritised.

Benefits include:

Management programme & qualifications to support career growth.
Life Assurance (8x salary) and 7% employer pension contribution.
27 days of holiday + bank holidays, plus additional wellness and celebration days.
The option to purchase extra holiday days.
Electric Car Leasing Scheme and free car parking.
Social events and staff development opportunities. 
Join a company that values leadership, innovation, and customer focus. If you're passionate about leading teams in a professional, supportive and results-driven environment, we’d love to hear from you.
 
How to Apply:
Click apply now or submit your CV to join the team and take the next step in your leadership career.
 
Location: Hybrid working (2-3 days from home, remainder in-office)
Salary: £35,000 + £1,750 annual bonus
Contract: Permanent, full-time (Monday to Friday 9 am – 5 pm)



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