17 May

Membership Team Lead Jobs Vacancy at Old Mutual Wealth Newcastle upon Tyne

Membership Team Lead
Old Mutual Wealth
Newcastle upon Tyne ENG
17 May, 2018 5 days ago

Old Mutual Wealth Newcastle upon Tyne urgently required following position for Membership Team Lead. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Membership Team Lead Jobs Vacancy at Old Mutual Wealth Newcastle upon Tyne Jobs Details:

Intrinsic Financial Services
Advisor Operations
Type of Contract
Closing Date
31 May 2018
Here at Intrinsic, an exciting opportunity has arisen to join the business as a Membership Team Leader.

The successful candidate will manage an operational team within our Adviser Operations, ensuring the delivery of high quality services to Advisers and other functions of the Company. The Membership Team Lead will be responsible in build a culture of shared values, which delivers and drives performance against current and future strategic objectives.

Key Responsibilities and Scope of role:
Key Accountabilities

To assist in the management of the operation of an effective support function to oversee assistance to Advisers and staff within the Intrinsic Group networks and ensure good customer outcomes
Manage the workload of the team to meet all agreed service levels
Set objectives, monitor performance, conduct one to one meetings and performance reviews, as required by company policy for the team
Support succession planning in the function to develop staff and manage attrition
Manage staff in-line with corporate policies i.e. sickness
Maintain a resource planning and forecasting model for your team to manage team resource, and anticipate then address future issues
Provide Management Information on activities and delivery
Effective management of the Risk Framework including stakeholder management, key control testing, identification, recording and management of risks, and supporting risk assessments
Actively review and monitor quality levels across the team for continuous improvement and staff development
Identify and communicate root-cause analysis findings to the relevant internal teams and use the information to drive continuous improvement
Act as an escalation point for team members and Advisers/their staff
Key Performance Indicators and Deliverables
Ensure all operational activities are delivered to plan, and to the standards expected by the Company and most importantly the Advisers and member firms
Ensure that all processes are implemented and operated effectively, including the application and monitoring of controls related to the processes
Ensure that risks are managed and mitigated appropriately
Manage within budget

Key Behavioural Skills:
Strong leadership, influencing and communication skills as you will have contact with a wide variety of departments. These will include:

Operational teams
Other colleagues across Intrinsic and the wider Old Mutual group
AR Firms and Partners
Flexible and adaptable to an ever-changing environment with the ability to work under pressure whilst remaining focused and calm
A good team player, able to motivate the team and individuals to achieve their objectives
Excellent organisational and planning skills with the ability to manage a variety of tasks and responsibilities with a clear delivery and customer service focus
Fine attention to detail and strong analytical approach
Strong communication skills and in particular strong questioning and influencing skills
Excellent judgment and decision-making skills

Ability to deliver our key values:Pioneering:
Innovate, take bold steps forward
Stand up for what’s right
Question convention and stay curious

Use expertise to deliver on promises
Persevere to get the right outcome
Act with focus and care

Stronger together:
Collaborate, learn from experience, and adapt
Share openly and transparently
Listen, to include new perspectives

Qualifications required:
Desirable Qualifications –
5 GCSE’s grades A-C including Mathematics and English

Experience required:
Experience in delivering excellent Customer Service
Experience in risk and control management
Experience in an Operational environment within Financial Services
Experience in supporting a team through change
Experience in managing a Team

Rewards and benefits:
We offer an innovative and flexible reward package. In addition to your starting salary, depending on the grade and location of the role we also offer:

Access to a great range of offers and discounts from well-known retailer
Season ticket loans
The ability to buy and sell holiday
Bonus – most employees are eligible to participate in our bonus scheme, based on the company and personal performance
Pension Scheme – non-contributory company pension scheme that can be boosted through personal contributions
Private medical insurance
A flexible benefits package (eg: dental insurance, childcare vouchers, retail vouchers)

Contact the Recruitment Team
If you have a specific question about any of our vacancies please get in touch.

Telephone: 02380 726939 Option 4
Email: recruitment@omwealth.com

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