Team Leader - Advisor Services, Permanent, Isle of Man

Mid Senior Level

Job Description

We have a number of opportunities at Team Leader level with a leading international private wealth group. Assisting management with the effective running of the team, we have roles in Adviser Services, Complaints, Customer Experience, Heritage, Operations, and Asset Review & Corporate Actions Teams.

The Role...

Your core responsibilities will include:

Support the Manager with the setting of objectives for team members, linking to team and business goals

Establishing training and development plans to support the skills development required at team and individual level

Accountable for the co-ordination of the team’s activities through workflow management, escalating concerns and providing recommended solutions regarding any concerns re the meeting of agreed SLA’s

Monitoring the risk management within the team by identifying breaches and complaints within the team. Performing the required investigations and root cause analysis to identify the ongoing development required in the team to learn from and mitigate mistakes

About You...

A good understanding of the life assurance/wealth management sector is essential

Introduction to Leadership and Management or ILM level 3 is desirable

Experience of analysing data and providing solutions to reach desired results, through collaboration and teamwork is essential

The Reward...

Competitive salary

Comprehensive benefits, including

Office location or hybrid



Martin Cowan
Executive Recruitment Consultant
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