About the role

  • Transfers Team Manager providing leadership in a regulated investment platform. Responsible for team performance and compliance adherence within a fast-paced operational environment.

Responsibilities

  • Experienced people manager with ability to manage, develop and coach high performing teams and individuals within a regulated, fast paced operational environment.
  • Maximise team efficiency through effective resource and skills management/planning, to build a multi-skilled function, ensuring competence is continuously assessed and built on.
  • Help deliver a multi-channel service, supporting inbound and outbound contacts including telephone calls, emails and secure messaging
  • As a member of the Operations Leadership team, build an empowered, motivated and passionate team, rewarding excellence and managing performance through a culture of ownership and continuous improvement.
  • Lead and drive short, medium and long term strategic plans through identifying change and improvement initiatives to deliver sustained operational improvement
  • Capability to respond with agility to organisational and regulatory change.
  • Build and maintain relationships internally in ii and externally across key partners to drive the success of the business
  • Maintain the first line of risk defence by identifying, logging and driving improvements to risks for your team
  • Maintain the first line of compliance defence by ensuring team adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance, with particular reference to CASS regulation
  • Responsible for ensuring all CASS related activities and processes are completed daily to safeguard customer assets.
  • Deputise for the Senior Operations Manager where required

Requirements

  • Proven experience of managing a team in a fast paced environment
  • Experience and knowledge of working in an FCA regulated entity
  • Proven ability to drive improved performance of a team through coaching/development/KPI measurement, in line with HR guidelines
  • Strong communication skills (both verbal and written) both within your team and wider
  • Ability to work on own initiative as well as working part of a wider team
  • Customer & Quality focused
  • Able to influence and negotiate across different levels of the business
  • Ability to work through issues, identify root cause and implement changes to maximise business efficiency and enhance the customer experience
  • Capable of working under pressure to deliver against exacting deadlines, and the ability to organize and prioritise work loads
  • Be able to understand relevant data/MI and be able to manipulate data to extract relevant information from a variety of sources (including but not limited to excel/Power BI etc)

Benefits

  • Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
  • Life Assurance and Group Income Protection
  • Private Medical Insurance – Provided by Bupa
  • 25 Days Annual Leave, plus bank holidays
  • Staff Discounts on our investment products
  • Personal & Well-being Fund – Supporting your physical and mental wellness
  • Retail Discounts – Savings at a wide range of high street and online retailers
  • Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle

Job title

SIPP Transfers Team Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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