Financal Services Team Leader

Job Title: Team Leader

Location: Chorley, UK (Hybrid - 2 days remote / 3 days in office after probation)

Salary: Around £40,000 per annum

Hours: 37.5 hours per week with flexible start times (7:30 / 8:00 / 9:00), finish 1 hour early on Fridays, 30-minute unpaid lunch

Benefits & Development

• Pension: Employer contribution of 4%, with salary sacrifice available for employee contributions
• Annual Leave: 28 days plus Bank Holidays, with the option to buy an additional 5 days
• Group Life Cover: 4x salary
• Sick Pay Scheme
• £500 annual training budget with exam support
• Hybrid working flexibility (2 days remote / 3 days in office)
• Christmas shutdown

About the Role

We are currently recruiting a Team Leader to support the growing financial services operations team. This Team Leader will manage a team of 28 support staff across three departments, ensuring smooth day-to-day operations and delivering exceptional support to financial advisors.

This role is ideal for someone with strong administrative and operational experience in financial services who thrives in a fast-paced environment and enjoys developing and mentoring staff.

Key Responsibilities

• Lead, manage, and support a team of financial services support staff, providing guidance on technical and process queries
• Oversee operational processes including new business processing, general queries, and platform support
• Manage HR-related activities such as return-to-work processes, absences, and staff engagement
• Liaise with office management to ensure seamless operational support
• Monitor workflow, manage team workloads, and ensure high-quality service delivery to advisors
• Identify areas for process improvement and support the implementation of operational changes
• Act as the primary point of contact for the team, ensuring the Team Leader role drives efficiency and maintains team morale

Candidate Requirements

• Significant experience in financial services administration or support roles
• Experience managing teams or in a supervisory role within a financial services environment
• Strong technical knowledge and understanding of financial services processes
• Experience working across multiple platforms and providers
• Excellent organisational, communication, and interpersonal skills
• Ideally holds a CII qualification (LP2, CISI, or RO)
• Career background in client relations or technical administration is highly desirable

Apply Today:

Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.

Note: Due to high application volume, individual feedback cannot be provided. If you haven't heard from us within 7 days, please assume your application was unsuccessful.