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- Tasks: Lead a dynamic team to deliver exceptional client service and improve operational efficiency.
- Company: Join a leading national advice and wealth management business with a modern approach.
- Benefits: Enjoy 28 days holiday, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with strong support for team development and career progression.
- Why this job: Be part of a rapidly growing company making a real impact in the financial sector.
- Qualifications: Experience in leadership and a passion for client service are essential.
The predicted salary is between 50000 - 60000 £ per year.
Our client is a leading national advice and wealth management business, delivering holistic advice with market‑leading solutions. They deliver a truly exceptional service through high‑quality advice, all backed by the most efficient administration and technologies available. The business is going from strength to strength, with rapid acquisition growth and expansion with Private Equity backing. They are a notable brand, award‑winning and regularly in the financial planning press, and there has never been a better time to join this highly modern and forward‑thinking business.
We are offering a newly created position to oversee the day‑to‑day operations of various offices. The role will play a critical part within the Advice Operations function, leading a team of Financial Planning and Client Relationship Executive Assistants.
Role and Responsibilities- Serve as a first‑line leader in the Advice Operations function, ensuring outstanding service delivery to clients and Financial Planners in line with policies and regulations.
- Ensure prompt escalation of client complaints or breaches to Compliance, collaborating on resolution and client remediation requirements.
- Conduct root cause analysis on client dissatisfaction to implement necessary changes and improvements.
- Ensure comprehensive client information is maintained in the back‑office system.
- Manage data control reports to swiftly address exceptions and prevent client or data issues.
- Manage all agreed administration aspects for our Financial Planners as per agreed SLA’s, ensuring consistency of process and a high level of quality.
- Identify and manage individual and team development needs, establishing training plans with SMART objectives.
- Hold regular individual performance reviews in line with performance review process.
- Carry out team meetings to communicate team performance and relevant updates, cultivating a transparent and inclusive environment.
- Maintain efficient, safe, and motivational working conditions.
- Conduct regular visits to each office, promoting team engagement and collaboration.
- Ensure adequate staffing levels are maintained, especially during holidays and remote work.
- Take responsibility for the coaching and training of both new and existing members of the team, ensuring they are equipped with the necessary skills and knowledge to excel in their roles.
- Provide assistance and support in the recruitment process, contributing to the selection and onboarding of qualified candidates to strengthen the team.
- Undertake quality assessments on work completed by the team members to ensure quality.
- Continuously review and improve processes to enhance task efficiency, collaborating with other Team Leaders and Management.
- Actively promote the principles and requirements of the Group and its senior leaders, ensuring alignment with organisational values.
- Partner with the M&A Team and Operational Support Team to facilitate seamless transitions of acquisitions into a BAU environment.
Benefits of Joining The Business: 28 days holiday plus
Advice Operations Team Leader in Birmingham employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Operations Team Leader in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine in front of the real interviewers.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Advice Operations Team Leader in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Advice Operations Team Leader role. Highlight your relevant experience in leading teams and delivering exceptional client service, as this will show us you understand what we're looking for.
Showcase Your Leadership Skills: In your application, don’t forget to mention specific examples of how you've successfully led teams or improved processes in previous roles. We want to see how you can bring that same energy to our team!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon where possible. This helps us quickly grasp your qualifications and fit for the role.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Recruit Wealth Limited
✨Know the Company Inside Out
Before your interview, make sure you research the company thoroughly. Understand their values, recent achievements, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Scenario-Based Questions
Given the nature of the Advice Operations Team Leader role, be ready to discuss how you would handle specific situations, such as client complaints or team performance issues. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Showcase Your Leadership Skills
As a potential leader, it’s crucial to demonstrate your ability to manage and motivate a team. Prepare examples from your past experiences where you successfully led a team, resolved conflicts, or implemented training plans that improved performance.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that reflect your understanding of the role and the company. Inquire about their approach to team development or how they measure success in the Advice Operations function. This shows you’re thinking ahead and are genuinely interested in contributing.