Team Leader – Financial Services - Hybrid Working

Salary: £40,000 - £50,000
Wirral, Merseyside

An established and expanding financial services firm is seeking a confident, hands-on Team Leader to manage the administration team.

This is a fantastic opportunity for someone with experience in employee benefits or financial services operations who is ready to take ownership of a team, shape processes, and play a key role in delivering a first-class client experience.

The Role:

As Team Leader, you’ll lead a team of administrators responsible for supporting a wide range of group benefit schemes. You’ll oversee daily task management, ensure timely renewals, and help develop internal procedures for consistent and efficient service delivery.

You’ll work closely with experienced consultants and play a crucial part in aligning operations with client expectations and business goals.

Key Responsibilities:

• Allocate and manage daily workloads across the admin team
• Monitor team performance and support individual development
• Ensure scheme renewals are managed accurately and on schedule
• Review and enhance internal processes for better efficiency
• Support onboarding and training of new staff
• Keep the team up to date on products and industry changes
• Collaborate with consultants to meet client needs and service standards

About You

You’ll thrive in this role if you're organised, people-focused, and passionate about delivering outstanding service. You're confident managing operational tasks and enjoy motivating a team in a dynamic, fast-paced environment.

Key Skills & Experience:

• Background in Employee Benefits, Group Schemes, or Financial Services
• Understanding of benefit products such as: Group Life, Income Protection, Critical Illness Private Medical Insurance, Dental Plans, Cash Plans, Group Pensions
• Strong communication and interpersonal skills
• Excellent written English and confidence with MS Word and Excel
• Proactive, with strong organisational and problem-solving abilities
• A collaborative mindset and willingness to contribute to continuous improvement

What’s on Offer

• Hybrid working model (office & remote flexibility)
• A collaborative and inclusive team culture
• Supportive leadership and opportunities for career growth
• A role where your contributions are recognised and valued

If you're ready to take the next step in your financial services career and lead a team where you can make a real impact, we’d love to hear from you.

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