Team Leader Retirement Planning Support Team

Who We Are At Cornmarket , we look after the financial wellbeing of public servants and their families.
We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond.
Role Purpose Cornmarket's Retirement Planning Support (RPS) Team Leader is responsible for the efficient running of and day to day operations of the RPS team.
The RPS team are a telephony-based team that provide support to our clients and book them in for financial planning appointments with our team of consultants.
Coaching and training team members is an important aspect of this role.
The RPS Team Leader will ensure that all team tasks are achieved within SLA and to an excellent standard.
Therefore, supporting and monitoring team members performance towards meeting team and individual objectives is an important aspect of this role.
This is a fixed-term contract position.
Accountabilities of the Role Monitor and prioritise work within the retirement planning support team, ensuring quality appointments are booked in each week and that all administration tasks are completed within the applicable SLA and compliantly Conduct weekly individual and team meetings, to coach, support, and guide team members towards meeting agreed objectives Work with the Financial Planning Support Manager to carry out performance management reviews & objective setting for team members Manage all types of leave (annual, sick etc.) for the team Develop and enhance relationships across the business to ensure effective delivery for the retirement planning support team Supervise and manage all retirement planning support team lead sources effectively.
Undertake quality control checks on lead management within the team and deliver on campaign hit rate targets Deal with any complaints or compliance issues that arise within the team Comply with the requirements of the minimum competency code and ensure all new regulations within the code are being adhered to Work closely with area and senior managers to ensure FPS deliver on key objectives (diary management, reporting etc) Identify opportunities to make process & system improvements and ensure the follow through of these ideas to management Represent the team and advocate for team needs Ensure the smooth operation of the company's business in the Retirement Planning Support team and the promotion of the company's reputation and good standing as a provider of financial services for public sector employees and other clients Encourage and facilitate open communication within team members, ensuring everyone is working towards individual & team goals Comply with quality control and regulatory requirements that are relevant to this role Maintain commercial awareness relevant to this role in relation to changes in life and pension products and industry specific changes related to both life products, retirement products and mortgages Skills & Knowledge Required APA in Life, Pensions required upon commencement in the role and willingness to work towards full QFA A minimum of three years' experience in a financial services organisation Strong working knowledge of RPS Team tasks and objectives (desirable) Working knowledge of Cornmarket's Life Sales department, specifically the Retirement & Investment sales market (desirable) Ability to prioritise workload A keen eye for detail and quality Ability to lead and motivate a team Exceptional interpersonal skills required Strong customer focus and an ability to deal with the unexpected The ability to present written / verbal information in a professional, clear & concise manner Ability to analyse data and produce accurate reports Knowledge of risk control & regulatory environment Commercial awareness What We Can Offer You?
Flexible working from home options as part of our Cornmarket Flex ways of working Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role) Annual leave (increases based on service) Flexi leave (option to take additional annual leave) Attractive & flexible pension contribution rates Health insurance or wellness subsidy Fully paid family leave types (maternity/paternity/surrogacy) Performance based bonus/commission Income protection Life cover Discounts on financial products Comprehensive health & wellbeing programme Employee Assistance Programme Active Sports & Social Club Behavioural Competencies Required Drive for results and target driven Approachable and a can-do attitude Resilient Quality-focused Customer-first approach Leadership skills Demonstrates flexibility and can accommodate unforeseen circumstances and ad hoc tasks Ability to work on own initiative and manage busy workload Ability to work within a pressurised environment Controlled Function This role is a 'controlled function' as defined by the Central