Financial Team Leader

Salary £29,030 (Monday to Friday, 35.75 hours per week between the hours of 8.45am - 5.00pm)
- 25 days holiday plus bank holidays (increasing with service)
- Excellent pension
- Fantastic wellbeing package
- Stable and successful company

**Due to continued growth, our client is seeking a Policy Management (Financial) Team Leader to join their team based in Liverpool City Centre.**

**The role is working for an award-winning company who are the largest provider of their service in the UK, they are recognised as a five-star provider by their community and are rated as excellent on Trustpilot. They also highly value their employee’s wellbeing and offer great benefits and stability.**

**Working Monday to Friday 8.45am - 5.00pm with a salary of £29,030. Your first 6 months will be office based in Liverpool City Centre while you complete full training. After successful completion of your probation period, there may be the opportunity for hybrid working.**

**Please note: to be considered for this role you must have team leader experience within a financial setting and be able to successfully pass a DBS check.**

**About the role**:

- Develop and support a team of seven, monitoring progress and performance
- Promote a positive team environment, by regular communication, setting of goals and delegation of tasks, encouraging constructive feedback
- Manage daily activities to ensure the team deliver first class service
- Identify areas that require support, provide training and coaching
- Conduct team reviews and one to one’s
- Manage team absence, including sickness
- Support and motivate the team through periods of change
- Carry out quality control within the team - complete records and provide feedback on a one-to-one basis or via Senior Team Leader
- Attend Team Leader meetings and keep the Senior Team Leader and Head of Customer Operations updated as to progress or outstanding issues
- Be flexible, by working alongside and supporting the Senior Corporate Account Team Leader
- Fulfil any additional duties assigned by the Senior Corporate Account Team Leader to meet the needs of the team and the business
- Import new policies, process amendments to existing corporate schemes and process leaver files electronically, via inhouse systems in a timely manner
- Process bulk and individual force migrations following confirmation of group renewals, and change
- Liaise with Brokers and/or company contacts to resolve queries, attending meetings where necessary and providing reports and spreadsheets as requested
- Provide technical support to Policy Admin function on Portal queries, acting as a technical reference point

**To be considered for this role you will**:

- Experience within an office based financial team leader role or similar
- Be experienced in conducting staff reviews, one to one’s and managing absence including sickness
- Be able to demonstrate achievement of SLAs
- Have proven ability to motivate and enhance the performance of a team
- Build quality relationships with external and internal customers
- Ability of managing a team through change is also beneficial
- Working knowledge within the financial sector is desirable but not essential

**Your past job title may have been**:

- Team Leader
- Supervisor
- Team Manager

**You may have Team Leader experience working in the below sectors**:

- Financial services
- Insurance
- Claims

**Benefits**:

- Salary £29,030 (Monday to Friday, 35.75 hours per week between the hours of 8.45am - 5.00pm)
- 25 days holiday plus bank holidays (increasing with service)
- Excellent pension
- Fantastic wellbeing package
- Stable and successful company

**To Apply**:
If you’re a committed and experienced Team Leader with relevant skills, looking to work for a stable company where you can create a career, we would love to hear from you, please send your CV.

**Job Types**: Full-time, Permanent

Pay: £29,030.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Health & wellbeing programme
- Private medical insurance
- Referral programme
- Sick pay
- Store discount
- Work from home

Schedule:

- Monday to Friday

**Experience**:

- Financial Team Leader or Supervisor: 2 years (required)

Work Location: In person

Reference ID: LH3001