Client Delivery Team Leader - Perth, United Kingdom - Zoop Recruitment

Zoop Recruitment

Verified Company

Perth, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Zoop are recruiting for an experienced Client Delivery Team Leader to join our clients team.

This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

They will also line manage the Client Delivery Team based at our Scotland Offices.

Key Accountabilities Include

Team Leadership:

Ensure that the team members meet defined service levels.
Redistribute work throughout the teams as required.
Assist in recruitment of new members of the team and train these members whilst maintaining development logs.
Complete monthly 121s for the team and communicate any changes in a positive and constructive manner.

Client Delivery:

Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
New Business Submission: use client database to track new business and current position, updating planner accordingly.

Person Specification

Knowledge:

Must have excellent understanding of the financial planning process.
Must have excellent communication skills and telephone manner

Experience:

Minimum of one year in a Financial Services Administration Role
Team Leader / Management Experience

Skills / Personal Attributes:

Proficient IT skills, basic spread sheet and database knowledge
Good planning and effective organisational skills
Honesty and integrity
Methodological approach to work

Bringing together like-minded companies to provide the optimum range of advice and products for their clients. They advise a wide range of clients including large and small businesses, entrepreneurs, owner-managers, senior executives and individuals.

Their team of experienced planners and consultants will help to make life changing decisions - empowering them to take control of their financial future, both personally and in professional life.

Job Types:
Full-time, Permanent

Salary:
Up to £30,000.00 per year

Schedule:

Monday to Friday
No weekends

Ability to commute/relocate:

Perth: reliably commute or plan to relocate before starting work (required)

Application question(s):

Do you have Team Leader / Management experience?

Experience:

Financial Planning: 1 year (preferred)
Financial Services Administration: 1 year (preferred)

Work Location:
One location

Reference ID:
JCE6