Our client is a leading investment platform provider. They are currently experiencing growth and are seeking a Team Leader with extensive platform experience.
The ideal candidate will be one that is currently working in the financial planning industry and can demonstrate extensive stakeholder management and leadership skills.
- Manage, monitor and tracking the progress of daily workflow tasks
- Ensure quality and service standards in accordance with agreed resolution
- Support team members with usual processing activities and tasks
- Attend to management discussions, providing feedback and technical expertise on process enhancements and process or training needs.
- Provide Subject matter expertise and technical support to the team on process, product and systems
- Ensure team adequately manage email queries from advisers/clients meeting business standards.
- MUST have 2+ years' experience in a platform-based Team Leader role
- Strong technical platform knowledge
- Strong sales negotiation and communication skills
- DFP or RG146 qualified
- Excellent relationship management
Please apply by the link below or email Fiona Lu directly on email Fiona.firstname.lastname@example.org or call on 02 8267 2492 for a confidential discussion