Client Delivery Team Leader at The Private Office

Leeds, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

0.0

Posted On

05 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Line Management, Client Correspondence, Business Processing, Delegation, Workflow Management, Performance Management, Appraisals, Objective Setting, Stakeholder Relationship Management, FCA Compliance, Data Maintenance, Management Information, Forecasting, Recruitment, Prioritization, Communication Skills

Industry

Financial Services

Description

You will have full line management responsibility for your team. You will ensure that all client correspondence and business processing is completed to a high quality and in a timely manner by demonstrating effective delegation and work-flow management within your team of CDAs. Responsibilities • Full line management responsibility of the CDAs; o Monthly 121s, ongoing performance and behaviour management o Appraisals, salary reviews and objective setting o Holiday requests, sickness/absence plus Day-to-day HR queries • To be the first point of contact for your team • Effective workflow management within your team through task assignment and delegation • Develop and maintain effective relationships with key stakeholders including colleagues and third parties. • Effective management oversight ensuring that financial transactions are completed correctly, and files are fully FCA compliant • Ongoing monitoring and oversight of workflow for your team and working with your fellow Team Leaders to help keep work evenly distributed • Build and maintain a strong relationship with the CRM team to ensure communication is to the highest level and work is prioritised in line with Adviser & Client needs. • Complex technical new business processing i.e. Defined Benefit transfers, specialised investments or Family Office support on an ad-hoc basis • Ability to take on cases or tasks in periods of high volume or limited team capacity • Develop and maintain effective relationships with clients, colleagues and third parties • Ensuring data in Curo is continually maintained on behalf of your team to help produce accurate MI for the business • Presenting at team meetings as appropriate • Communication of Management Information (MI) and forecasting • Assisting with the recruitment and interview process for new starters Benefits · Company discretionary bonus scheme; · Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch; · 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; · Private Healthcare*; · Group Income Protection; · Life Assurance; · Eye Care Scheme; · Wellbeing programme; · Bike to Work Scheme; · Full support with professional qualifications; *after qualifying period Knowledge, Skills and Experience • Ability to work under pressure and multi-task on a day-to-day basis • Ideally experience within a Team Leader or Senior CDA role • Working to deadlines and meeting high targets • Confident in managing relationships with both advisers and your team • Ability to delegate and workflow mange within your team • Excellent people and communication skills • Ability to prioritise your teams work to meet Service Level Agreements (SLA) • Building strong and effective working relationships with other teams in the business

Responsibilities

The role involves full line management responsibility for Client Delivery Associates (CDAs), ensuring high-quality and timely completion of client correspondence and business processing through effective delegation. Responsibilities also include managing team performance, handling HR queries, and overseeing financial transaction accuracy and FCA compliance.