At a Glance
- Tasks: Lead and support a dynamic admin team in delivering top-notch service.
- Company: Established Financial Services business based in Bristol, specialising in Expat Planning.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Join a positive culture with opportunities for growth and development.
- Why this job: Make a real impact by mentoring and guiding a talented team.
- Qualifications: Experience in team leadership and a willingness to pursue 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 Portsmouth 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 relevant financial services qualifications and hands-on mentoring. The company fosters a positive culture that values communication and teamwork, making it an ideal place for those seeking meaningful and rewarding careers in the financial services sector.
Contact Details:
Cornish-Vaughan Associates Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Team Leader/Process Manager in Portsmouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Team Leader/Process Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to team leadership and process management. We recommend doing mock interviews with friends or using online platforms to get comfortable with articulating your experience and problem-solving skills.
✨Tip Number 3
Showcase your leadership style! When you get the chance to meet potential employers, be ready to discuss how you’ve successfully led teams in the past. Share specific examples of how you’ve mentored colleagues and improved workflows.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that match your skills and experience. Plus, applying directly can sometimes give you a better chance of standing out to hiring managers.
We think you need these skills to ace Team Leader/Process Manager in Portsmouth
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, like FA1 or RO1, to show us you’re the right fit for our financial services environment.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to convey your passion for leading teams and your practical problem-solving approach. Don’t forget to mention how you can promote a positive team culture – we love that!
Showcase Your Communication Skills:As a confident communicator, make sure your application reflects this. Use clear and concise language, and don’t shy away from sharing examples of how you've effectively conveyed expectations or guided colleagues in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Cornish-Vaughan Associates
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around expat planning and pensions. Familiarise yourself with relevant qualifications like FA1 or RO1, as this shows you're serious about the role and willing to learn.
✨Showcase Your Leadership Skills
Prepare examples from your past experiences where you've successfully led a team or managed a busy administrative function. Highlight how you allocated tasks, supported colleagues, and maintained high standards – this will demonstrate your capability as a Team Leader.
✨Communicate Clearly
Practice conveying your thoughts clearly and confidently. Since the role requires effective communication, think of scenarios where you’ve had to guide or mentor others. This will help you illustrate your ability to set expectations and support your team.
✨Problem-Solving Mindset
Be ready to discuss how you've tackled challenges in previous roles. Think of specific instances where you identified bottlenecks or inefficiencies and how you resolved them. This will show that you have a practical approach to problem-solving, which is key for this position.
