Financial Adviser Support Team Leader

TN United Kingdom; Birmingham; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Financial Adviser Support Team Leader to guide a dynamic team in Birmingham. This pivotal role focuses on delivering exceptional customer service while leading a telephony-based advice team. The position offers a hybrid working model, combining office presence with flexibility. You will be instrumental in coaching and developing team members, ensuring they meet the highest standards of service. With a strong emphasis on collaboration and continuous improvement, this role promises a fulfilling career path in a supportive environment that values diversity and inclusion.

Benefits

28 days annual leave plus bank holidays

Annual performance-based bonus

Company pension scheme

Free secure parking

Cashback and discounts on major brands

Enhanced maternity & paternity pay

2 volunteering days per year

Flexible working options

Qualifications

• Experience in a financial advice environment is essential.
• Strong leadership skills and a drive for success are crucial.

Responsibilities

• Lead a telephony-based advice team to provide financial information.
• Ensure customer interactions meet quality standards and improve team performance.

Skills

Financial Advice

People Leadership

Customer Service

Coaching and Development

Business Planning

Education

Relevant Financial Qualification

Job description

Social network you want to login/join with:

Financial Adviser Support Team Leader, Birmingham

col-narrow-left

Client:

Location:

Birmingham, United Kingdom

Job Category:

Finance

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

2823e67f8277

Job Views:

10

Posted:

29.04.2025

Expiry Date:

13.06.2025

col-wide

Job Description:

Hybrid working (office based in Birmingham) – 2 days in the office per week (subject to change on business needs)

This role is 35 hours per week with the need to be flexible to work between 9am – 8pm. You will need to be available to attend head office during your initial training period of up to 1 month.

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.

To find out more about what we do, visit our website: https://www.wesleyan.co.uk/about

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

Your role:

This newly created role will have responsibility for leading a telephony based advice and triage team who will be providing information and financial advice to Education segment customers where the financial planning needs and information requirements of those customers are non-complex, transactional type need areas.

The role will require close collaboration with the wider Education segment with agreed processes in place to ensure customers receive the best possible experience and are dealing with the most appropriate colleague depending on their needs both now and in the future.A close working relationship with the Education Regional Managers will be key to ensuring the best possible customer outcome.

The Team Leader role is pivotal to support the wider Education segment to see more customers and meet more of their needs in a customer centric and efficient way

What you’ll be doing:

• Lead the team to proactively manage their own diaries to ensure activity targets are met
• Drive a culture of absolute customer focus in the team
• Ensure all interactions with customers meet the Society’s quality standards
• Coach and develop the team to improve their knowledge, skills and behaviours
• Through coaching and development optimise motivation and performance of the team
• Create, maintain and deliver against an annual Business Plan to ensure achievement of agreed objectives in accordance with relevant processes
• Understand the wider Area Business Plan and share a responsibility to deliver your share
• Adhere to the WFS T&C scheme at all times
• Complete at least the minimum levels of supervision required by the T&C scheme
• Ensure your team are meeting the requirements of the T&C scheme
• Ensure that the highest level of knowledge and skills are maintained for the benefit of our customers
• Act as a role model in self-development - identify own personal development areas, including professional qualifications, and define specific plans to address these areas
• Identify any under-performance issues early and work with colleagues to agree and implement development plans to rectify the issues
• Develop effective and mutually productive working relationships with wider business areas
• Promote a collaborative and constructive culture, to enable creativity, challenge and shared delivery of the business objectives
• Experience within a financial advice environment
• Good knowledge of the financial services marketplace
• Strong people leadership experience
• Highly motivated with a real drive for success
• Annual Performance based Bonus – based on a mixture of company and personal performance
• 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service
• Company pension scheme - matched plus 2% (up to 10%)
• Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability)
• Cashback and discounts on major brands in retail, leisure, health, and wellbeing
• Enhanced maternity & paternity pay
• 2 volunteering days per year

To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying:

Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship: We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Regulatory Requirements: Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).