Financial Services Team Leader

Honeycomb is delighted to partner with a Nationwide Wealth Management company to recruit for a Team Manager to oversee the New Business team and its day-to-day operations. The role is full time and permanent and is based in Newtownards. Free parking is onsite.

The Company

Our client is one of the UK's leading financial advice practices, providing expert advice across mortgages, protection, pensions, investments and financial planning. Established in 2005, our client has grown to support clients throughout Northern Ireland, Scotland and England while maintaining a strong commitment to customer service, integrity and professional excellence.

Role Overview

Our client is seeking an experienced and motivated Team Leader to oversee the performance, development and day-to-day management of a high-performing team. The successful candidate will play a key role in driving service excellence, supporting business growth and ensuring the delivery of outstanding customer outcomes. You will be responsible for coaching, developing and motivating team members while maintaining operational efficiency, quality standards and regulatory compliance.

Key Responsibilities

• Leadership & People Management
  • Lead, motivate and develop a team to achieve individual and departmental objectives.
  • Conduct regular one-to-one meetings, performance reviews and development discussions.
  • Support recruitment, onboarding and training of new team members.
  • Foster a positive, collaborative and high-performance culture.
  • Manage attendance, performance and employee wellbeing within the team.
• Operational Management
  • Oversee daily workflow management and resource allocation.
  • Monitor productivity, service levels and key performance indicators.
  • Identify opportunities to improve processes, efficiency and customer experience.
  • Ensure work is completed accurately and within agreed service standards.
  • Escalate operational issues and implement effective solutions.
• Customer Service & Quality
  • Promote a customer-first culture across the team.
  • Ensure excellent service is delivered throughout the client journey.
  • Handle complex client queries and complaints where required.
  • Monitor quality standards and implement corrective actions where necessary.
• Compliance & Risk
  • Ensure all activities comply with FCA regulations, company procedures and industry standards.
  • Support internal audits, quality checks and regulatory reviews.
  • Maintain accurate records and reporting requirements.
  • Promote a culture of treating customers fairly and achieving positive customer outcomes.
• Performance & Reporting
  • Analyse team performance data and prepare management reports.
  • Monitor departmental KPIs and implement action plans where required.
  • Contribute to strategic projects and continuous improvement initiatives.
  • Support senior management in achieving business objectives.

Skills & Experience

• Previous experience in a Team Leader, Supervisor or Management role within Wealth Management or Pensions.
• Strong people management and coaching skills.
• Excellent communication and interpersonal abilities.
• Proven ability to manage workloads and meet performance targets.
• Strong organisational and problem-solving skills.
• Proficiency in Microsoft Office and business systems.

Package

• Competitive salary and benefits package based on experience.
• Career development and progression opportunities.
• Ongoing professional training and support.
• Company pension scheme.
• Employee wellbeing initiatives.
• Opportunity to join one of the UK's leading financial advice practices.

How to Apply

To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.

Disclaimer

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.