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Form of workRole Title: Support Team Leader
Join our vibrant team, where we believe in the power of people to drive success.
We’re on the lookout for a dynamic individual to lead our exceptionally talented client support administrative team.
Picture yourself in a client-focused environment, where every day brings new challenges and opportunities for growth, where you’ll inspire and motivate a talented group of individuals, fostering a culture of collaboration and excellence.
You’ll be instrumental in ensuring top-notch service delivery, interacting with clients, and making a real impact on their financial journey. Your leadership skills will shine as you guide your team to success, all within a supportive and forward-thinking company culture.
If you’re someone who thrives on challenges, values teamwork, and is eager to contribute to a growing business then we want to hear from you! Come and be a part of our dynamic team and let’s achieve great things together.
What you are going to do
Ultimately, a Support Team Leader is responsible for leading and managing the CSA team.
This will require good technical knowledge across financial products (e.g. ISAs, GIAs and pensions), as well as experience of working with platforms such as Transact and Elevate.
You’ll also need to understand and add value when it comes to our client’s needs - looking at constant improvement and innovation.
Learning - providing initial training and ongoing access to learning for all team members.
Workflow reporting - driving best practice through activity monitoring.
Data quality management - monitoring accuracy of client data through regular reporting.
Reporting - preparing regular management reports.
Proposition delivery - overseeing delivery of service proposition within agreed service levels and timescales.
Fee monitoring - reviewing the accuracy of fees across the client base.
Systems - understand and monitor how the Support Team use various systems.
What we’re asking for
We want original, collaborative, and passionate people, open to new ideas, eager to learn and who love a challenge.
Core skills that will be required include:
Financial services administrative experience and knowledge
Leadership skills
Excellent interpersonal skills: able to listen, empathise and build trust with team members and when required, clients.
Exceptional written and verbal communication skills.
Able to analyse and interpret quantitative and qualitative data with a view to diagnosing a challenge or opportunity and creating a suitable strategy to move the situation forward.
Tactful, trustworthy, diplomatic, and able to always maintain confidentiality.
Ability to effectively use a variety of software (i.e., MS Office, Intelliflo, Finametrica, Voyant, etc…);
Comfortable working on own initiative, setting and managing personal goals, directing workflow, and managing often conflicting deadlines.
