Performance and Development Team Leader in Bolton

Who are we? We’re MoneyPlus. We help people live better. Life isn’t always simple, that’s why we do what we do. Our services help to make life less complicated – and expensive. We offer advice and financial services that help our customers overcome their troubles with debt once and for all. We’re people who take care of people. We’ll be there to help with things that can easily be forgotten about, answer any complicated questions and help our customers to plan for their future and reach their financial goals. Tough problems and challenges are no match for us. We’re a team of quick thinkers and relentless doers, with lots of ideas and plenty of passion to help improve the lives of others. If you share our passion for improving the lives of others through simple, affordable, jargon-free services, then you may have what it takes to join our team.

Why do we need you? The Performance & Development Leader is responsible for leading, developing, and inspiring a team of around 10 advisors in a fast-paced and growing financial services environment. This role is accountable for achieving strong team results through robust performance management, clear goal setting, coaching, and building a culture where people feel motivated and supported to deliver their best work. The leader will also play a key role in managing operational budgets, workforce planning, and recruitment, ensuring resources are aligned to business needs. They will foster clear communication, engage stakeholders effectively, and use problem-solving and critical thinking skills to remove barriers to performance. As MoneyPlus continues its transformation journey, this role will provide the leadership needed to guide the team through change while safeguarding customer outcomes and regulatory standards.

What’s in it for you? We believe our people truly are our greatest asset, that’s why we make sure our MoneyPlus People have the best experience, right from our first interaction all the way through their career with us. There’s way too many to list, but here are a few of the best reasons to join the MoneyPlus team:

• Family Friendly – Having a healthy work life balance is important to us. We offer a minimum of 25 days holiday allowance per year.
• Discounts – Is there anything better than a few freebies? Join our team and you’ll have access to Perkbox, which has tons of deals for you to choose from.
• Social – We value the relationships our employees have with one another, encouraging them to come together. Whether it’s a catch up in our café, a team trip out, or letting their hair down at one of our free annual events.
• Doing our bit – We show support in every way we can to our clients, people, and company charity. We have regular fundraising activity, organised by our very own Social and Fundraising Committee.

What do we need you to do? Key Responsibilities:

• Lead and manage a team of c.10 advisors, setting clear expectations and holding the team accountable for delivering results.
• Implement structured performance management, including 1:1s, observations, feedback sessions, coaching, and performance reviews.
• Build a culture of continuous improvement, where high standards are the norm and success is recognised and celebrated.
• Manage operational budgets and forecasts for the team, ensuring resources are allocated effectively and financial performance is reported accurately.
• Monitor KPIs and operational MI, using insight to identify performance gaps, risks, and opportunities, and taking timely corrective action.
• Provide day-to-day coaching and mentoring, enabling advisors to build competence, confidence, and career progression.
• Lead team recruitment activity, onboarding, and workforce planning to ensure capability and capacity are in place to meet business needs.
• Act as a role model for clear, open, and effective communication, ensuring information is shared in a way that keeps colleagues engaged and aligned.
• Demonstrate strong problem-solving and critical thinking skills to address performance challenges and operational issues in a structured, evidence-based way.

Shared Responsibilities:

• Partner with senior leaders, L&D, and HR to align team capability with organisational needs and transformation priorities.
• Collaborate with Compliance, QA, and Risk teams to ensure all performance activity aligns with regulatory and customer outcome standards.
• Engage stakeholders across Operations, IT, and other functions to ensure barriers to performance are identified, communicated, and resolved collaboratively.
• Contribute to wider business planning, sharing workforce insights and performance trends to inform operational and transformation strategies.

What skills and experience do we need you to have?

• Commercial Acumen – Understands how to allocate resources effectively to support lead conversion and P&L performance.
• Proactive Leadership – Anticipates challenges, prepares the team effectively, and takes swift, structured action.
• Financial & Resource Management – Manages budgets, forecasts, and workforce planning with discipline and accuracy.
• Operational Leadership – Sets clear expectations, drives performance, and leads a culture of continuous improvement and accountability.
• Critical Thinking – Uses data, analysis, and structured problem-solving to make sound decisions.
• Collaboration & Stakeholder Management – Works openly with colleagues and leaders across the business to align goals and remove barriers.
• Communication – Shares information with clarity, ensures team and stakeholders understand priorities and progress.
• Customer-Centric Mindset – Ensures each customer receives clear, ethical, and supportive engagement tailored to their circumstances.
• Coaching & People Development – Builds confidence and competence in individuals while maintaining a respectful and empowering leadership style.
• Empathy & Respect – Leads with fairness, inclusivity, and care, supporting both individuals and the team through change.

Essential:

• Proven experience leading teams in a reputable, performance-driven organisation.
• Strong track record of delivering results through structured performance management, coaching, and development.
• Experience managing operational budgets, forecasts, and reporting.
• Demonstrated ability to lead teams through change and transformation.
• Strong communication and stakeholder management skills.
• Proven ability to solve problems and make decisions using data and critical thinking.
• Understanding of FCA regulations, Consumer Duty, and working in a regulated financial services environment.

Desirable:

• Experience in customer service, collections, or debt management.
• Experience managing or leading in a contact centre environment, ideally within financial services.
• Exposure to large-scale transformation or continuous improvement programmes.

Are you ready to join us? At MoneyPlus we want to create a work environment that inspires you to excel. Through our combination of support, working as a team and our ambition to be better, we want to help you achieve and create a future with us. Sound good? Apply now!