Broker Monitoring Manager
- Recruiter
- Confidential
- Location
- Chippenham
- Salary
- 30000.00 - 35000.00 GBP Annual
- Posted
- 14 Jul 2021
- Closes
- 11 Aug 2021
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
A rare opportunity to work for a market leading organisation in the heart of Chippenham as a broker manager
Role Purpose
To manage the team and have full oversight of their assessment of the three Financial Services Networks This will include:
* New joiners to both networks
* Ongoing monitoring
Main Accountabilities
* Manage the Broker Services Monitoring Team on a daily basis ensuring clear guidance and instruction.
* Coordinate training and development of the team, providing clear definition of the role and responsibilities and guidance and support as necessary
* Complete quarterly 1:1's and annual appraisals with individual team members
* Complete investigations, PIP and Disciplinary meetings with team individuals (if required).
* Undertake regular Quality Checking on work completed by individual team members
* Maintain accurate systems and controls within the team and provide regular MI to the Head of Broker Services
* Consider workloads (both current and future estimations) against team resource. Providing a clear outline of resource requirements to the Head of Broker Services on a quarterly basis.
* Maintain and update team processes and procedures. Ensuring that these are version controlled
* Ensure appropriate prioritisation of queries and to ensure they are dealt with in a timely manner
* Keep abreast of internal or regulatory changes that could impact the team
* Uphold the network's Purpose and Values in all dealings with our internal and external customers and shareholders
* Ability to complete key work functions of the team as and when required
* Manage and distribute team workloads
* To maximise efficiency of processes and procedures within the Broker Services Monitoring Team
* To work closely with other internal teams (sales and supervision) to ensure appropriate processes are followed in regards the monitoring of the existing and new broker population.
* Support a culture of open and clear communication
* Any other duties as determined by the Head of Broker Services
Technical Skills / Competencies
* Intermediate IT skills - Microsoft office suite, outlook
Knowledge and Expertise (relating to specialist knowledge and expertise required to undertake the role):
* Working knowledge of Microsoft Word & Excel
* In depth knowledge of the FCA requirements appropriate to the team
* Credible team player with strong communication skills
* Strong prioritisation and delegation skills
* Attention to detail
* Ability to work under pressure and to tight deadlines
* Process driven
* Strong commercial and analytical skills
Experience, qualifications and other requirements specific to the role
Essential
* Operational management experience
* Resource planning
* GCSE Maths / English (grade C or above)
* Good written and oral communication
* Ability to take ownership for workload and work to set quality and timeframe standards
* Ability to work well within a team environment
Additional details of exceptional aspects of the demands of the role:
* Flexibility
* Passion for Customer Service
Acorn Recruitment acts as an employment agency for permanent recruitment
Role Purpose
To manage the team and have full oversight of their assessment of the three Financial Services Networks This will include:
* New joiners to both networks
* Ongoing monitoring
Main Accountabilities
* Manage the Broker Services Monitoring Team on a daily basis ensuring clear guidance and instruction.
* Coordinate training and development of the team, providing clear definition of the role and responsibilities and guidance and support as necessary
* Complete quarterly 1:1's and annual appraisals with individual team members
* Complete investigations, PIP and Disciplinary meetings with team individuals (if required).
* Undertake regular Quality Checking on work completed by individual team members
* Maintain accurate systems and controls within the team and provide regular MI to the Head of Broker Services
* Consider workloads (both current and future estimations) against team resource. Providing a clear outline of resource requirements to the Head of Broker Services on a quarterly basis.
* Maintain and update team processes and procedures. Ensuring that these are version controlled
* Ensure appropriate prioritisation of queries and to ensure they are dealt with in a timely manner
* Keep abreast of internal or regulatory changes that could impact the team
* Uphold the network's Purpose and Values in all dealings with our internal and external customers and shareholders
* Ability to complete key work functions of the team as and when required
* Manage and distribute team workloads
* To maximise efficiency of processes and procedures within the Broker Services Monitoring Team
* To work closely with other internal teams (sales and supervision) to ensure appropriate processes are followed in regards the monitoring of the existing and new broker population.
* Support a culture of open and clear communication
* Any other duties as determined by the Head of Broker Services
Technical Skills / Competencies
* Intermediate IT skills - Microsoft office suite, outlook
Knowledge and Expertise (relating to specialist knowledge and expertise required to undertake the role):
* Working knowledge of Microsoft Word & Excel
* In depth knowledge of the FCA requirements appropriate to the team
* Credible team player with strong communication skills
* Strong prioritisation and delegation skills
* Attention to detail
* Ability to work under pressure and to tight deadlines
* Process driven
* Strong commercial and analytical skills
Experience, qualifications and other requirements specific to the role
Essential
* Operational management experience
* Resource planning
* GCSE Maths / English (grade C or above)
* Good written and oral communication
* Ability to take ownership for workload and work to set quality and timeframe standards
* Ability to work well within a team environment
Additional details of exceptional aspects of the demands of the role:
* Flexibility
* Passion for Customer Service
Acorn Recruitment acts as an employment agency for permanent recruitment