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Professional Recruitment Ltd
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Bristol, Bristol
Investment Team Leader
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
We are pleased to be recruiting a rare Team Leader for this leading Investment firm in Bristol. Huge investors in their employees, they want people that are client centric and focussed on an excellent client journey. The successful candidate will ideally be experienced in managing a team, although they will consider someone in a Senior role wishing to step up. The team focus on Capital Gains Tax and Corporate Actions and all the surrounding administration. Responsibilities: Act as a point of escalation for clients, intermediaries and Advisers Deliver defined services on an on-going, consistent basis meeting customer expectations and compliance with regulations Manage resourcing levels and seek improvements to efficiency to improve the customer experience in line with budget and regulations Address any performance issues and ensure continual development of individuals within the teams Provide reporting to key stakeholders on team performance, activity, process quality and risk management Recruit, develop and retain competent staff through effective coaching and development Ensure staff build and maintain knowledge of products or services and keeping up to date with changes Skills Required: Previous experience of building and leading a team and delivering exceptional customer service is highly desirable Previous financial services experience essential Familiarity with Investments and in particular, discretionary fund management is an advantage Strong understanding of forecasting and resource management IOC Qualification or equivalent Strong working knowledge of CASS Regulations Strong professional communication skills Pragmatic approach to decision making They offer an excellent benefits package including 10% non contributory Pension, Annual bonus, 25 days holiday plus much more.