Team Manager in Manchester

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 you’re 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

Team Management

• Day‑to‑day oversight and management of one of our Business Processing Teams.
• Act as first point of contact for queries and escalations, manage workloads within the team and identify training needs and areas for continuous improvement.
• Undertake quarterly one‑to‑one meetings with individuals and annual appraisals.

Processing and Administration

• Deal with day‑to‑day technical and process queries from Central Operations Administrators, Advisers and third‑party providers, ensuring queries are dealt with in a timely and effective manner; refer more complex queries to the Operations Manager.
• Work closely with the Operations Manager to identify and implement 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 department’s workload and capacity daily to effectively resource‑manage, prioritise and reallocating work as required, to provide an excellent service to clients.
• Ensure that during periods of holiday and sickness, the appropriate level of resource is available at all times.

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 to identify any issues which might indicate a training or development need within the team.
• Produce recommendations and 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 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 two other Business Processing Team Managers to ensure a cohesive and collaborative working environment.
• Ensure the Department receives 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, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Benefits

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 × 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

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Management and Finance