Team Manager – Client Support Team

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe that the best financial advice for our clients is independent financial advice.

We are looking for a Team Manager that wants to play a crucial part in improving people’s lives. We work at pace but as One Team.

As a Team Manager you will work closely with our Operations Manager to ensure your team is motivated, continually developed and consistently providing the best level of service to our clients and advisers.  You will be working with colleagues of varying levels of experience and will strive for the best possible standards throughout.

Your role will include –

Team Management

• Day to day oversight and management of one of our Client Support teams.
• Acting as first point of contact for queries and escalations, managing workloads within the team and identifying training needs and areas for continuous improvement.
• Undertake quarterly one to one’s meetings with individuals and annual appraisals.

Processing and Administration

• Deal with the day to day technical and process queries from Central Operations Administrators, Advisers and third party providers in order to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Operations Manager.
• Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices within the team to address the outputs of process reviews, internal audits and quality checks.
• Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.

Work allocation

• Assess the department’s work load and capacity on a daily basis in order to effectively resource manage, prioritising and reallocating the work as required, to provide an excellent service to clients.
• Ensure that during periods of holiday and sickness, there is the appropriate level of resource available at all time.

MI reports

• Assist the Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis.

 Auditing/ quality checks

• Carry out regular Quality checks in order to identify any issues which might indicate a training or development need within the team.
• Produce recommendations, and to support the Operations Manager to implement the necessary changes.

Communication

• Develop and maintain good working relationships with the Operations Manager, Senior Managers, Advisers, Servicing Administrators, Paraplanners and Central Service teams in order to ensure effective communication across the business.
• Initiate and Develop working relationships with third party providers to identify challenges and drive forward change to realise efficiencies.
• Work alongside the other Client Support Team Manager, to ensure a cohesive and collaborative working environment.
• Ensure the Department is received effective and consistent communication.

• A good level of experience in an administration supervisory role within the financial services, ideally within an IFA
• Experience of leading or managing a team.
• A good knowledge and understanding of a wide range of financial products, including employee benefits products.
• Ability to build and develop effective working relationships at all levels
• Some experience of training on a one to one basis and in a group environment

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

• A competitive salary with the opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Two paid volunteering days each year, to support your local community
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities