Team Leader â Retirement Planning Support Team
Team Leader â Retirement Planning Support Team
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Job Description
Who We Are
Role Purpose
Cornmarkets Retirement Planning Support (RPS) Team Leader is responsible for the efficient running of and day to day operations of the RPS team. The RPS team are a telephony-based team that provide support to our clients and book them in for financial planning appointments with our team of consultants.
Coaching and training team members is an important aspect of this role. The RPS Team Leader will ensure that all team tasks are achieved within SLA and to an excellent standard. Therefore supporting and monitoring team members performance towards meeting team and individual objectives is an important aspect of this role.
This is a fixed-term contract position.
Accountabilities of the Role
Monitor and prioritise work within the retirement planning support team ensuring quality appointments are booked in each week and that all administration tasks are completed within the applicable SLA and compliantly
Conduct weekly individual and team meetings to coach support and guide team members towards meeting agreed objectives
Work with the Financial Planning Support Manager to carry out performance management reviews & objective setting for team members
Manage all types of leave (annual sick etc.) for the team
Develop and enhance relationships across the business to ensure effective delivery for the retirement planning support team
Supervise and manage all retirement planning support team lead sources effectively. Undertake quality control checks on lead management within the team and deliver on campaign hit rate targets
Deal with any complaints or compliance issues that arise within the team
Comply with the requirements of the minimum competency code and ensure all new regulations within the code are being adhered to
Work closely with area and senior managers to ensure FPS deliver on key objectives (diary management reporting etc)
Identify opportunities to make process & system improvements and ensure the follow through of these ideas to management
Represent the team and advocate for team needs
Ensure the smooth operation of the companys business in the Retirement Planning Support team and the promotion of the companys reputation and good standing as a provider of financial services for public sector employees and other clients
Encourage and facilitate open communication within team members ensuring everyone is working towards individual & team goals
Comply with quality control and regulatory requirements that are relevant to this role
Maintain commercial awareness relevant to this role in relation to changes in life and pension products and industry specific changes related to both life products retirement products and mortgages
Skills & Knowledge Required
APA in Life Pensions required upon commencement in the role and willingness to work towards full QFA
A minimum of three years experience in a financial services organisation
Strong working knowledge of RPS Team tasks and objectives (desirable)
Working knowledge of Cornmarkets Life Sales department specifically the Retirement & Investment sales market (desirable)
Ability to prioritise workload
A keen eye for detail and quality
Ability to lead and motivate a team
Exceptional interpersonal skills required
Strong customer focus and an ability to deal with the unexpected
The ability to present written / verbal information in a professional clear & concise manner
Ability to analyse data and produce accurate reports
Knowledge of risk control & regulatory environment
Commercial awareness
What We Can Offer You
Flexible working from home options as part of our Cornmarket Flex ways of working
Significant investments in your professional development (e.g. insurance qualifications professional qualifications relevant to your role)
Annual leave (increases based on service)
Flexi leave (option to take additional annual leave)
Attractive & flexible pension contribution rates
Health insurance or wellness subsidy
Fully paid family leave types (maternity/paternity/surrogacy)
Performance based bonus/commission
Income protection
Life cover
Discounts on financial products
Comprehensive health & wellbeing programme
Employee Assistance Programme
Active Sports & Social Club
Behavioural Competencies Required
Drive for results and target driven
Approachable and a can-do attitude
Resilient
Quality-focused
Customer-first approach
Leadership skills
Demonstrates flexibility and can accommodate unforeseen circumstances and ad hoc tasks
Ability to work on own initiative and manage busy workload
Ability to work within a pressurised environment
Controlled Function
This role is a controlled function as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointees fitness and probity.
Equal Opportunities & Data Privacy Notice
Cornmarket is committed to building an inclusive workplace environment Were proud to be an equal opportunity employer striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age disability ethnic background family status gender identify or expression martial status membership of the Traveller Community national origin race religion sexual orientation.
We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation please contact our Talent Acquisition Team.
To review our data use practices visit ourRecruitment Data Privacy Notice.
Employment Type
Full-Time
