Team Leader

Lucy Walker Recruitment Ltd; United Kingdom; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A dynamic International Financial Services firm in Leeds seeks a proactive Team Leader for their Client Management team. The role emphasizes overseeing client money processes and team development, requiring proven financial experience and strong regulatory knowledge. With great benefits and a hybrid working policy, this is a perfect opportunity for those driven to lead and improve financial operations.

Benefits

Hybrid working policy

Career development support

Wellbeing focus

Collaborative team culture

Qualifications

• Experience in finance, accounting, or investment operations required.
• Strong grasp of FCA/CASS regulations necessary.
• Demonstrated leadership experience is a plus.

Responsibilities

• Assist in managing daily client money processes ensuring compliance with FCA/CASS rules.
• Support Client Manager with team oversight and performance reviews.
• Act as a key contact for cash-related queries.

Skills

Leadership

Client Money Handling

Problem Solving

Attention to Detail

Tools

Microsoft Excel

Job description

Our client, a superb International Financial Services firm with offices in Leeds city centre, is looking for a proactive and driven Team Leader to join their busy Client Management team.

If you have experience in financial operations, a strong grasp of regulations like CASS, and enjoy guiding, coaching and mentoring a team of highly capable and knowledgeable individuals - this could be the right next move for you!

Our client offers exceptional benefits and provide a supportive culture with team collaboration, career development and a strong wellbeing focus. The are a highly reputable organisation and offer a hybrid working policy with 2 days working from home (with the other 3 days working from their superb office space in Leeds city centre!).

The Role:

• Assist in managing daily client money processes, ensuring accuracy and compliance with FCA/CASS rules.
• Support the Client Manager with team oversight, training, and performance reviews.
• Help improve systems and processes to enhance efficiency and reduce risk.
• Act as a key point of contact for cash-related queries across the business.
• Deputise for the Manager when needed, ensuring smooth operations.

The Person:

• Experience in finance, accounting, or investment operations (banking, wealth management, or similar).
• Strong understanding of client money handling & financial regulations (FCA/CASS).
• Excellent Microsoft Office skills, especially Excel.
• A proactive problem-solver with great attention to detail.
• Demonstrated leadership experience - happy to guide a team and suggest improvements.

How to Apply:

Our client is recruiting now, so please do not delay. If this role sounds ideal for your next move, send us your CV or contact us immediately.

We cannot reply to every individual application, however if your experience fits the above criteria, we will make immediate contact.