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Team Leader

Rathbone BrothersGlasgow, Scotland, United Kingdom

15 days ago

Job type

Temporary

Job description

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Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title : Team Leader

Location : Glasgow

Contract Type : 7 month secondment / 7 month fixed term contract

Reporting to : Lynne Digney

The Role

Delivery of service excellence & protection of client assets
Management, development, coaching and motivation of team members
Compliant with regulatory requirements and company policies
Positive contribution to and support for new initiatives and the strategic direction of Operations

Outcomes of the Role

Undertake the day to day management of Central Team, this includes ensuring processes and controls for onboarding and / or servicing are performed, thus ensuring a professional and reliable service for clients, investment managers, advisers, and product providers.

Ensure that appropriate management information, including information relating to SLAs, key performance indicators, key risk indicators aligned to your responsibilities are produced and are appropriate for relevant committee audiences thereafter.

Responsibility for leading, influencing and developing a high performing team

Continually review the team’s effectiveness / failure against the agreed SLA / performance standards, whilst continuously looking to improve the service standard.

Influence timelines, expectations, and proactively negotiate across business areas.

Support and be accountable for continuous improvement across the team leading to enhancements in efficiency and customer experience / user experience (CX / UX).

Ensure the function is operationally resilient and adheres to business continuity policies

Knowledge & Experience

Fully IOC qualified in appropriate modules (preferred)

Experience of leading and managing teams (preferred)

Some knowledge and experience of FCA CASS regulations (or equivalent)

Client / Service Delivery focus - Places the provision of service excellence at the core

Forward thinking and ability to plan ahead to achieve operational efficiencies ie, resource planning

Strong communication skills, both verbal and written.

Good relationship building skills, both within the function and wider business

Ability prioritise tasks and workloads and delegate effectively to meet deadlines

Identify development opportunities and training requirements for both individuals and the whole team

Good understanding of Rathbones clients and data structure

Good understanding of the services provided by Rathbones

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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Team Leader • Glasgow, Scotland, United Kingdom