Team Leader (Pensions & Investments)

Role: Team Leader (Pensions & Investments)

Day Rate: £300 inside IR35

Start Date: 10th November

Location: Remote

IT Equipment Provided

We are currently looking for Team Leaders to work as part of a high-quality team helping a major financial service provider deliver a past business review project focused on investment product sales. You will be working in a results-orientated and fast paced environment, where your core responsibility will be to lead a technical team and to support them in delivering accurate and timely guidance.

• Learn and understand the process in depth
  

• Support team to achieve productivity/quality targets
  

• Conduct Process Confirmations (Buddying in/ Observing Team)
  

• Managing the teams workflow
  

• Triage Case Clinic referrals
  

• Triage referrals to the Technical Team
  

• MI production/tracking
  

• Resolve any underlying or ongoing issues with individual team members or the group as a whole
  

• Make appropriate risk-based escalations and performance development plans for individual team members
  

• Work collaboratively with operational and support functions conducting impact assessments and training needs identification
  

• Deliver training through one-to-one and group sessions
  

• Manage operational risk by ensuring governance and control processes are followed by your team
  

• Where applicable, attend client facing meetings and discuss technical aspects of your team reviews (on a case-by-case basis) e.g. Case Clinic
  

EXPERIENCE / SKILLS REQUIRED:

Essential

• Extensive team leader experience managing teams within financial services , Remediation or complaint handling operational experience preferred
  

• Proficient at MI tracking, reporting case status to management and progressing against deadlines
  

• Effective at issue resolution, appropriate risk-based escalations and performance development/ coaching of teams
  

• Excellent facilitation, presentation and delivery skills with knowledge of financial service products and providers
  

• Able to adapt to change, often at pace, and bring others with them
  

• Stakeholder management and the ability to manage relationships and work at all levels
  

• Proficiency in MS office (Microsoft Excel, PowerPoint, Word etc)
  

• A bil i ty to be f le x ible and reliable w h en w or k i n g under pressure
  

• A tte nt ion to d e ta i l
  

• Sound decision making and organisational skills
  

• Ability to work remotely/ independently
  

Desirable

• RQF Level 4 in a suitable qualification e.g. CII Advanced Diploma in Financial Planning (or equivalent)