Membership Team Leader - Leicester, United Kingdom - Lilium Direct Ltd

Lilium Direct Ltd

Verified Company

Leicester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Due to the growth of the business a new opportunity has become available for a Membership Team Leader, with a background in financial services, to join our team here in Leicester.

Job title:
Membership Team Leader

Department:
Membership

Location:
Office based in Leicester, Leicestershire

Salary:
Dependent on qualifications / experience c. 30-33k

Main purposes of the role - Responsible for the Membership Team

To manage the activities of the Membership department to deal with onboarding of members and advisers, check ongoing fitness and propriety and dealing with termination of membership / authorisations.

To co-ordinate the risk management procedures and risk reviews.

Key Tasks of a Membership Team Leader:

Management of the Membership Team, including coaching, 1:1's, training and performance reviews to ensure they have the necessary knowledge and skills
Manage maintenance of the Membership database to accurately record status and permission levels
Management of ongoing fitness and propriety of members and advisers
Processing suspensions and terminations and dealing with references for exited members and advisers
Conduct checks to ensure complete documentation for membership have been assessed and retained to the appropriate database and filing systems
Produce reports and maintain records of activities specified by Senior Management
Report wilful misrepresentation and/or false documentation to the Compliance Director and agree appropriate remedial action
To maintain ongoing competency through development of personal training plans in conjunction with Compliance Director
Coordination of risk management procedures and reviews
This list is not exhaustive and other relevant duties will be undertaken in relation to the job.

Qualifications / Experience Required

CeMAP / equivalent professional financial services qualification
Minimum of 3 years' experience in financial services
Demonstrable supervisory skills including managing and coaching
Process / Compliance background
Good team player, but with a definite ability to work under own initiative
Excellent communication and leadership skills with a customer focused attitude.
Confident and assured manner when presenting the Proposition, whilst maintaining an honest style that promotes the customercentric ethos of the Network
Highly selfmotivated and with strong personal discipline to meet key objectives and drive a key area of the business
Excellent verbal and written communication skills
The ability to analyse information with a view to making informed decisions
Knowledge of systems of control and able to follow clearly defined procedures
Experience of working under pressure, prioritising and working to tight deadlines

Benefits: