Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: Team Leader


Location: Chorley, UK (Hybrid – 2 days remote / 3 days in office after probation)


Salary: Around £40,000 per annum


Hours: 37.5 hours per week with flexible start times (7:30 / 8:00 / 9:00), finish 1 hour early on Fridays, 30-minute unpaid lunch
Benefits & Development
*Pension: Employer contribution of 4%, with salary sacrifice available for employee contributions
*Annual Leave: 28 days plus Bank Holidays, with the option to buy an additional 5 days
*Group Life Cover: 4x salary
*Sick Pay Scheme
*£500 annual training budget with exam support
*Hybrid working flexibility (2 days remote / 3 days in office)
*Christmas shutdown
About the Role
We are currently recruiting a Team Leader to support the growing financial services operations team. This Team Leader will manage a team of 28 support staff across three departments, ensuring smooth day-to-day operations and delivering exceptional support to financial advisors.
This role is ideal for someone with strong administrative and operational experience in financial services who thrives in a fast-paced environment and enjoys developing and mentoring staff.
Key Responsibilities
*Lead, manage, and support a team of financial services support staff, providing guidance on technical and process queries
*Oversee operational processes including new business processing, general queries, and platform support
*Manage HR-related activities such as return-to-work processes, absences, and staff engagement
*Liaise with office management to ensure seamless operational support
*Monitor workflow, manage team workloads, and ensure high-quality service delivery to advisors
*Identify areas for process improvement and support the implementation of operational changes
*Act as the primary point of contact for the team, ensuring the Team Leader role drives efficiency and maintains team morale
Candidate Requirements
*Significant experience in financial services administration or support roles
*Experience managing teams or in a supervisory role within a financial services environment
*Strong technical knowledge and understanding of financial services processes
*Experience working across multiple platforms and providers
*Excellent organisational, communication, and interpersonal skills
*Ideally holds a CII qualification (LP2, CISI, or RO)
*Career background in client relations or technical administration is highly desirable


Apply Today:


Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.
Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.