Funding Team Leader

3 months ago

Birmingham, United Kingdom Irwin Mitchell Full time

Your Role

and What You'll Be Doing

First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you’ll work with clients and colleagues to successfully onboard our clients.

Irwin Mitchell provides a centralised client and matter onboarding service to fee earners who are engaging clients with the firm. The Funding Team plays a crucial role in Irwin Mitchell and is responsible for efficiently and accurately setting up funding agreements for new matters. This is currently for our consumer clients only.

The overall purpose of the role is to lead a team of Client Funding Advisors, ensuring team members deliver great service to clients and fee earners whilst meeting all regulatory and legal requirements.

The Team Leader plays a crucial role in overseeing and managing a team of advisors who are responsible for sending important documentation as well as delivering an oral explanation to our client clients within Irwin Mitchell ensuring they fully understand and are comfortable with our funding agreements. This role involves providing guidance, support, and supervision to the team members, ensuring compliance with legal and regulatory requirements, and fostering a culture of collaboration and excellence.

The ideal candidate will demonstrate a strong combination of leadership and people management skills and operational experience in a high-volume area. The role requires the ability to develop strong partnerships and coordination with fee earners, Partners, and areas such as the Group Counsel Team (GCT).

Leadership

Leading and managing a team of Client Funding Advisors, providing guidance and support in amending and sending documentation and conducting oral explanation calls with clients. Monitoring and evaluating individual team member performance, providing regular feedback, coaching, and mentoring to team members to support their professional development. Creating and maintaining an engaging and inclusive environment where team members feel they can perform to the best of their abilities and grow their careers with Irwin Mitchell.

Training

Identify and coordinate the provision of training and guidance to team members on processes, legal and regulatory developments, process changes and firm-specific policies and procedures.

Regulatory

Ensure the team complies with all legal and regulatory requirements and internal policies and processes in relation to funding. Ensure the team are kept up to date with legal, regulatory, company and industry practice developments

Workflow and service delivery  

Responsible for managing, delivering, and improving all operational activity within the team including – pipeline management, work prioritisation, work allocation, service levels, productivity, and quality. Understand the work and workflows and work tirelessly to remove blockages/ issues that prevent team members being able to do their work effectively and deliver what matters to clients and fee earners. These could cover a range of root causes including process design, systems issues, training and support, communication etc.

Continuous Improvement and change

Lead and drive initiatives aimed at improving client experience and/ or meeting legislation and regulations, aligned to key strategic priorities. Supporting the development and implementation of new systems, technologies, and tools to enhance the team's capabilities and performance

Relationship building

Collaborating with internal stakeholders, such as partners, fee-earners, and other teams, to ensure seamless coordination and timely completion of matter opening and client due diligence and conflict checks. Build strong relationships across Client Services and with the fee earning teams. Act as a point of escalation for complex or sensitive matters, ensuring issues are resolved in a timely and appropriate way. About You Excellent interpersonal and communication skills, with the ability to collaborate effectively with team members and stakeholders at all levels. Strong coaching abilities, with the capacity to inspire and develop team members. Exceptional organisational and decision-making skills, with the ability to manage multiple priorities and meet deadlines. Demonstrated ability to build and maintain a positive and inclusive team culture, fostering collaboration, innovation, and continuous improvement. Professional and ethical approach to work, ensuring confidentiality and integrity in all team-related activities. Strong problem-solving skills, with the ability to think critically and make sound decisions. Excellent Leadership skills and proven track record of leading operations teams. A good understanding of the legal and regulatory frameworks related to funding. Excellent leadership and people management skills, with the ability to motivate and inspire team members to achieve high standards of performance. Service delivery and operational management – knowledge and experience of managing high volumes of work through a fast-moving pipeline and meeting speed, quality, and regulatory requirements. Excellent written and verbal communication skills, with the ability to convey information clearly and concisely. Exceptional organisational and time management skills, with the ability to prioritise and delegate tasks effectively. A proactive and adaptable approach, with the ability to navigate and manage change in a fast-paced and dynamic environment. Demonstrated ability to build and maintain positive working relationships, both within the team and across different departments. Our Benefits - What We Can Offer You 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too. Generous and flexible pension schemes. Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid) Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim. 

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

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