Team Leader - Leeds, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Team Leader

Salary/Benefits - Up to £35,000 Per Annum + Bonus & Benefits (25 Holidays plus bank holidays)

Job Type - Full-time, Monday to Friday

Location - Leeds City Centre and Skipton.

Pentelow Wealth Management are a successful SJP Principal Partner Practice looking for a Team Leader to join our office. The Practice is 20 members strong over 2 locations (Leeds and Skipton).

The Role:
Team Leader

Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes
Provide support and training to new / junior staff joining the Practice. Developing the team is key
Ensure the Practice is up to date and in compliance with all licensing, CPD, regulatory and legislative requirements
Ensure the endtoend business process is managed and tracked efficiently in line with Practice and regulatory standards
Ensure client information across all systems is accurate and up to date
Review current processes and where appropriate introduce change within the business
Oversee/manage and/or contribute to all projects within the Practice

To help the Practice Manager to drive the business forward with organisation and positivity to meet the Practice goals

Knowledge and experience:

To be successful you'll need

Experience in managing a team within a financial services or an IFA practice for at least 2 years
Experience in implementing best practice and effective process review
Strong leadership and excellent interpersonal skills; able to listen, empathise and build trust with individuals and teams, motivating and coaching them to perform at a high level
Knowledge of relevant regulation and legislation

Skills and Behaviours:

Excellent time management, organisational, and recordkeeping skills
Keeps calm when faced with conflicting demands and handles these effectively
A need to be successful
Works well on own tasks as well as on shared goals as part of a team
Be computer literate

St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £142.3bn. This practice is well established and highly successful.