Team Leader - Financial Services
Team Leader - Financial Services

Team Leader - Financial Services

Full-Time 35000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead and coach a team of front-line advisors in financial services.
  • Company: Established financial services business with a supportive culture.
  • Benefits: 25 days holiday, private medical insurance, and shopping discounts.
  • Why this job: Make a real impact by developing your team and improving customer outcomes.
  • Qualifications: Experience in leading teams within a financial services contact centre.
  • Other info: Hybrid working, excellent career growth opportunities, and a diverse workplace.

The predicted salary is between 35000 - 40000 £ per year.

Salary: £35,000 to £40,000pa (depending on experience)

Hours: Monday to Friday, shift patterns between 8.30am and 6.30pm (no weekends!)

Location: Bristol City Centre, close to excellent public transport links (Bus & Train)

Contract: Permanent, full time, 35 hpw, with hybrid working, (3 days office per week)

Benefits: 25 days holiday + bank holidays, annual pay reviews, private medical insurance, life assurance, shopping discounts + loads more

If you’re an experienced team leader in a financial services contact centre environment and you’re ready for your next move, this could be the opportunity for you.

This established financial services regulated business is looking for an experienced team leader to lead, coach and develop a team of front-line advisors. You’ll be super passionate about people, thrive in coaching and developing teams to be their best, and be super passionate about helping customers get the right outcomes with a solid understanding of consumer duty.

The team is established, but you will have input on process improvement, strengthening quality monitoring and ensuring adherence to consumer duty and FCA regulations through regular quality assurance monitoring.

What’s In It for You:

The company has a great culture and you’ll be working with a super friendly and supportive bunch of people who genuinely care about their teams and putting customers first. You’ll have access to an extensive flexible benefits scheme, with great perks and the opportunity to grow and develop your career within the business.

What You’ll Be Doing:

You’ll lead and coach the front line customer team, improve day to day processes, strengthen quality assurance and act as a first point of escalation. You’ll be integral in supporting individuals with their own professional development, through regular 121s and quality monitoring, providing feedback and planning training, promoting continuous improvement.

About You:

You’ll thrive here if you’re already leading teams within a financial service contact centre environment and have experience of coaching and mentoring individuals in a challenging, front line customer service role. You should be very people focussed and someone that brings energy, enthusiasm and positivity to your team with a solution-focussed mindset.

You’ll Bring:

  • Experienced in a financial services team leader environment
  • Hands-on leadership experience
  • A love of coaching and professionally developing individuals and teams
  • A strong understanding of consumer duty and FCA regulations
  • A problem solving mindset

We embrace diversity and truly believe in equal opportunities for all. Inclusion and diversity spark creativity, drive innovation, and help us better serve our customers. We believe companies with greater diversity perform better. That’s why all qualified applicants will be considered regardless of age, race, religion, genetic information, sexual orientation, gender identity, parental status, disability, educational background, or any other characteristic that doesn’t relate to your ability to do the job.

This is a great opportunity for you to progress your contact centre team leader career. If it sounds right up your street, we’d love to hear from you - apply today for this contact centre Team Leader role in Bristol.

If you need any adjustments for the application or interview process, we’re here to support you.

Team Leader - Financial Services employer: Jomo People

Join a dynamic financial services team in the heart of Bristol, where you'll be supported by a friendly and inclusive work culture that prioritises employee development and customer satisfaction. With a competitive salary, generous benefits including 25 days holiday, private medical insurance, and opportunities for career growth, this role offers a fulfilling environment for passionate leaders ready to make a difference. Enjoy the convenience of hybrid working and excellent transport links while being part of a company that values diversity and innovation.
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Contact Detail:

Jomo People Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Team Leader - Financial Services

✨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 role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by practising common questions specific to team leadership in financial services. Think about how you can showcase your coaching skills and understanding of consumer duty. We recommend doing mock interviews with friends or using online resources to boost your confidence.

✨Tip Number 3

Don’t forget to research the company culture! Knowing what makes this financial services business tick will help you tailor your responses during interviews. Plus, it shows you’re genuinely interested in being part of their team.

✨Tip Number 4

Apply through our website for the best chance at landing that role! We make it easy for you to showcase your skills and experience directly to the hiring team. Plus, it’s a great way to stay updated on any new opportunities that pop up.

We think you need these skills to ace Team Leader - Financial Services

Team Leadership
Coaching
Mentoring
Process Improvement
Quality Assurance
Consumer Duty Understanding
FCA Regulations Knowledge
Customer Service
Problem-Solving Mindset
Communication Skills
Performance Management
Feedback Provision
Training Planning
Energy and Enthusiasm

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience in financial services and any coaching roles you've had. We want to see how you can bring your unique flair to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about leading teams and helping customers. Share specific examples of how you've improved processes or developed individuals in your previous roles.

Showcase Your People Skills: Since this role is all about leading and developing a team, make sure to emphasise your people skills. Talk about how you motivate and inspire others, and how you handle challenges in a customer service environment. We love a positive attitude!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Jomo People

✨Know Your Stuff

Make sure you brush up on your knowledge of financial services, consumer duty, and FCA regulations. Being able to discuss these topics confidently will show that you're not just a leader but also someone who understands the industry inside out.

✨Showcase Your Coaching Skills

Prepare examples of how you've successfully coached and developed team members in the past. Think about specific situations where your guidance led to improved performance or morale. This will highlight your passion for people and your hands-on leadership style.

✨Be Process-Oriented

Since the role involves improving day-to-day processes, come ready with ideas on how you would approach this. Discuss any previous experiences where you implemented process improvements and the positive outcomes that followed. It’ll demonstrate your proactive mindset.

✨Bring the Energy

Your enthusiasm can be contagious! Be sure to convey your energy and positivity during the interview. Share stories that reflect your solution-focused mindset and how you’ve motivated your team in challenging situations. This will resonate well with the company culture.

Team Leader - Financial Services
Jomo People
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  • Team Leader - Financial Services

    Full-Time
    35000 - 40000 £ / year (est.)
  • J

    Jomo People

    50-100
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