Our Financial Services client, one of the leading independent wealth management companies in the UK, is looking for a Fees Team Leader to be based in their Newcastle office. They are looking for someone to join their team on a 8-month fixed-term contract.
This role sits within the Business Support Department. Overall this sector of the company is responsible for the processing, custody and reconciliation of all positions held by the firm, ensuring compliance with internal and external rules and regulations. This covers all products and assets, including cash, equities, fixed income and collectives. The processes are varied and cover client and product static data, asset servicing, settlements, client reporting, portfolio transfers, fees processing, financial planning administration, operational tax and reconciliations.
THE SUCCESSFUL APPLICANT
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Strong Excel experience: V-Look Up and Pivot Tables experience
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Preferably management or supervisory experience in an operations environment
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Adaptable to change and ability to supports others through change
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Ability to work independently and as part of a team
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Excellent communication skills and ability to adapt style and message to suit the audience
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Good level of IT proficiency
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Analytical, numerical and problem-solving skills
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Good understanding of the Financial Services sector
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Has a strong Client focus
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Positive, can-do attitude
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Effective time management to support planning and organisation of individual and team workload
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Ability to coach and develop others
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Be able to delegate to the team effectively
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Proven ability to motivate self and others and use own initiative
JOB DESCRIPTION
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Ensure personal and team member understanding and adherence to Risk & Control Framework and Policy Frameworks specific to the role in Operations
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Coordinate and monitor team’s work to ensure it is produced in line with company procedures, to a high level of accuracy, in a timely manner and to relevant SLAs or Operations standards
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Plan and effectively support resource management, highlighting any issues to line management
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Identify and be able to demonstrate the use of appropriate delegation within your team
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Deal with any issues promptly and where they can’t be resolved escalate as appropriate in a timely manner
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Take ownership of your personal and professional development
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Carry out administrative duties where required
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Promote and take responsibility for building a culture of Continuous Improvement within your team
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Ensure your team provide excellent client service, delivering against expectations and keeping all stakeholders updated
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Plan and monitor delivery of training for team
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Ensure departmental guides, processes and procedures are maintained effectively
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Support line manager in oversight and delivery of associated changes or project tasks
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Deputise for the line manager when required.
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Set a clear direction and purpose for your Team
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Ensure your Team have regular meaningful Performance Reviews, supported by the correct documentation.
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Help your team develop, both individually and collectively, through meaningful development conversations, coaching and feedback.
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Take accountability for the completion of an activity that contributes towards Employee Engagement.
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Ensure your team adheres to all Company Policies and Regulatory Codes of Conduct, ensuring relevant standards and consequence management are applied as appropriate
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Maintain client confidentiality at all times
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Ensure delivery of accurate MI and reporting as defined within the role
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Act as a role model for the company values
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Ensure that each member of your team is treated fairly and in accordance with company guidelines when making decisions on reward, training and competence, performance management, training needs and promotion.
REMUNERATION PACKAGE ON OFFER
Competitive Salary and Benefits Package