At a Glance
- Tasks: Lead and support a dynamic admin team in a fast-paced financial services environment.
- Company: Established Bristol-based financial services firm specialising in expat planning and investments.
- Benefits: Competitive salary, professional development opportunities, and a collaborative team culture.
- Other info: Join a supportive environment with opportunities for career growth and personal development.
- Why this job: Make a real impact by guiding a talented team and enhancing operational efficiency.
- Qualifications: Experience in team leadership and a willingness to pursue relevant financial services qualifications.
The predicted salary is between 35000 - 45000 £ per year.
Our Bristol based client is an established Financial Services business who specialise in Expat International Planning, Wealth & Investments and Pensions.
This newly created role is a hands-on leadership position with responsibility for the management, co-ordination and oversight of the admin function, who provide top quality support to advisers, management and clients.
The Successful Applicant:
- Previous experience in team leadership, supervision or coordination of a busy administrative function.
- Willingness to obtain/work towards a relevant FS qualification.
- Able to mentor, guide and support colleagues.
- Confident communicator - conveys expectations clearly.
- Practical problem-solving approach.
Desirable:
- Experience with workflow or task management tools.
- Financial Services Qualifications, such as FA1 or RO1.
Key Responsibilities:
- Team leadership & Daily Management: Lead, supervise and support the admin team in their day-to-day work. Allocate tasks and manage workload across the team to meet deadlines. Monitor team performance, quality of outputs and adherence to standards. Provide guidance, support and problem solving. Lead regular check-ins, huddles or short team meetings to communicate priorities. Support the training, onboarding and development of new and existing staff. Promote a positive, collaborative and professional team culture.
- Workflow & Process Management: Oversee daily workflow and ensure all operational processes are followed. Maintain accurate work logs, checklists and operational tracking tools. Identify/resolve bottlenecks and inefficiencies. Maintain work is carried out to a high standard of accuracy and timeline. Escalate issues appropriately as required.
Team Leader/Process Manager in Cheltenham employer: Cornish-Vaughan Associates
Our Bristol-based client is an exceptional employer, offering a dynamic work environment where team leadership and collaboration are at the forefront. With a strong focus on employee development and support, they provide opportunities for professional growth through training and mentorship, all while fostering a positive and inclusive culture. The company's commitment to excellence in financial services ensures that employees can take pride in their contributions to meaningful client outcomes.
Contact Details:
Cornish-Vaughan Associates Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Team Leader/Process Manager in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about team leader roles. A friendly chat can lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to team leadership and process management. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of specific examples where you’ve tackled challenges in a team setting. This will demonstrate your practical approach and leadership capabilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s a great way to ensure your application gets noticed, and we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Team Leader/Process Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Team Leader/Process Manager. Highlight your previous experience in team leadership and any relevant qualifications, especially in financial services. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your communication skills and explain how you can mentor and support a team. Be sure to mention your practical problem-solving approach and how you can contribute to our positive team culture.
Showcase Relevant Experience:When detailing your work history, focus on your experience with workflow or task management tools. If you've led teams before, share specific examples of how you allocated tasks and managed workloads to meet deadlines. We love seeing real-life applications of your skills!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Cornish-Vaughan Associates
✨Know Your Stuff
Make sure you understand the financial services industry, especially in areas like expat planning and pensions. Brush up on relevant qualifications like FA1 or RO1, as this will show your commitment to the role and help you answer questions confidently.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led a team or managed an administrative function in the past. Think about specific situations where you mentored colleagues or resolved conflicts, as these stories will highlight your ability to guide and support others.
✨Communicate Clearly
Practice conveying your thoughts clearly and concisely. Since the role requires confident communication, consider doing mock interviews with a friend or family member to refine your delivery and ensure you can articulate expectations effectively.
✨Problem-Solving Mindset
Be ready to discuss how you've tackled challenges in previous roles. Prepare to share specific examples of how you identified bottlenecks or inefficiencies and what steps you took to resolve them. This will demonstrate your practical problem-solving approach.
