Team Manager

Chase De Vere Independent Financial Advisers Limited; Salford; On-site; GBP 35,000 - 45,000; Full time

Job summary

A national financial advisory firm in Salford is seeking a Team Manager to lead a Business Processing Team. The role involves overseeing daily operations, managing queries, and ensuring the delivery of excellent client service. Ideal candidates will have experience in administration within the financial services sector and a strong understanding of financial products. You'll be part of a nurturing environment that emphasizes personal growth and offers generous benefits including annual leave and a contributory pension scheme.

Benefits

25 days annual leave

Contributory pension scheme

Life assurance

Paid volunteering days

Qualifications

• Experience in an administration role within financial services, ideally within an IFA.
• Experience of leading or managing a team.
• Knowledge of a range of financial products, including employee benefits.

Responsibilities

• Oversee and manage a Business Processing Team.
• Act as first point of contact for queries and escalations.
• Conduct quarterly one-to-one meetings and annual appraisals.
• Identify and implement necessary changes to processes.

Skills

Team Management

Client Service Excellence

Relationship Building

Financial Products Knowledge

Job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If youre looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

As a Team Manager you will work closely with our Operations Manager to ensure your team is motivated, continually developed and consistently providing the best level of service to our clients and advisers. You will be working with colleagues of varying levels of experience and will strive for the best possible standards throughout.

RESPONSIBILITIES

Your role will include

Team Management

Day to day oversight and management of one of our Business Processing Teams.

Acting as first point of contact for queries and escalations, managing workloads within the team and identifying training needs and areas for continuous improvement.

Undertake quarterly one to ones meetings with individuals and annual appraisals.

Processing and Administration

Deal with the day to day technical and process queries from Central Operations Administrators, Advisers and third party providers in order to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Operations Manager.

Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices within the team to address the outputs of process reviews, internal audits and quality checks.

Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.

Work allocation

Assess the departments work load and capacity on a daily basis in order to effectively resource manage, prioritising and reallocating the work as required, to provide an excellent service to clients.

Ensure that during periods of holiday and sickness, there is the appropriate level of resource available at all time.

MI reports

Assist the Operations Manager and Senior Manager / s with collating and implementing the output from the MI reports on a regular basis.

Auditing / quality checks

Carry out regular Quality checks in order to identify any issues which might indicate a training or development need within the team.

Produce recommendations, and to support the Operations Manager to implement the necessary changes.

Communication

Develop and maintain good working relationships with the Operations Manager, Senior Managers, Advisers, Servicing Administrators, Paraplanners and Central Service teams in order to ensure effective communication across the business.

Initiate and Develop working relationships with third party providers to identify challenges and drive forward change to realise efficiencies.

Work alongside 2 other Business Processing Team Managers, to ensure a cohesive and collaborative working environment.

Ensure the Department is received effective and consistent communication.

WHAT YOU WILL NEED

A good level of experience in an administration role within the financial services, ideally within an IFA

Experience of leading or managing a team.

A good knowledge and understanding of a wide range of financial products, including employee benefits products.

Ability to build and develop effective working relationships at all levels

Some experience of training on a one to one basis and in a group environment

By joining Chase de Vere, youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits :

25 days annual leave (increases to 30 days with service) plus Bank Holidays

Contributory pension scheme

Life assurance

4 x annual salary

Comprehensive induction and training programme

Funded exams and paid study leave

A wide range of voluntary flexible benefits to suit your individual needs

The option to buy additional holiday days

Cycle to work Scheme

Paid volunteering days each year

Employee Assistance Programme with access to a 24 / 7 helpline

Access to our free mortgage service, through our internal mortgage team

Our Employee Forum and Diversity & Inclusion group

Local and companywide events in support of our company charities

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