On this site, we always set cookies that are strictly necessary, meaning they are necessary for the site to function properly. If you consent to it, we will also set other types of cookies. You can provide or withdraw your consent to the different types of cookies using the toggles below. You can change or withdraw your consent at any time, by clicking the link "Manage Cookies", which is always available at the bottom of the site. To learn more about what the different types of cookies do, how your data is used when they are set etc, see our Cookie Policy. Strictly necessary These cookies are necessary to make the site work properly, and are always set when you visit the site. Vendors Teamtailor Analytics These cookies collect information to help us understand how the site is being used. Vendors Teamtailor Marketing These cookies are used to make advertising messages more relevant to you. In some cases, they also deliver additional functions on the site. Vendors Youtube

• Home
• Jobs
• Blog
• Values
• Team
• Benefits
Employee Log in Candidate Log in to Connect Mail Client Delivery · Leeds · HybridClient Delivery Team Leader Are you an experienced IFA Administrator looking for a new role? Do you want to work with an award-winning team? 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;
• Monthly 121s, ongoing performance and behaviour management
• Appraisals, salary reviews and objective setting
• Holiday requests, sickness/absence plus Day-to-day HR queries
• 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
  
  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
  
  At TPO, we are passionate about people and want to ensure our colleagues are excited about the integral part they play in our business. We believe in personal and long-term relationships with our colleagues and therefore attach great importance to getting to know you, your skills, your goals and aspirations. Being a part of the TPO family, means working in a supportive and fun team environment where you will be challenged and empowered to reach your full potential.
  
  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