Team Leader/Process Manager

Our Client:

Our Bristol based client is an established Financial Services business who specialise in Expat International Planning, Wealth & Investments and Pensions.

Job Description:

This newly created role is a hands on leadership position with responsibility for the management, co-ordination and oversight of the admin function, who provide top quality support to advisers, management and clients.

The Successful Applicant:

• Previous experience in team leadership, supervision or coordination of a busy administrative function.
• Willingness to obtain/work towards a relevant FS qualification.
• Able to mentor, guide and support colleagues.
• Confident communicator – conveys expectations clearly.
• Practical problem-solving approach.

Desirable

• Experience with workflow or task management tools.
• Financial Services Qualifications, such as FA1 or RO1.

Key Responsibilities:

Team leadership & Daily Management

• Lead, supervise and support the admin team in their day-to-day work.
• Allocate tasks and manage workload across the team to meet deadlines.
• Monitor team performance, quality of outputs and adherence to standards.
• Provide guidance, support and problem solving.
• Lead regular check-ins, huddles or short team meetings to communicate priorities.
• Support the training, onboarding and development of new and existing staff.
• Promote a positive, collaborative and professional team culture.

Workflow & Process Management

• Oversee daily workflow and ensure all operational processes are followed.
• Maintain accurate work logs, checklists and operational tracking tools.
• Identify/resolve bottlenecks and inefficiencies.
• Maintain work is carried out to a high standard of accuracy and timeline.
• Escalate issues appropriately as required.

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