Job Description This is a remote position. Role: Team Leader (Pensions & Investments) Day Rate: £300 inside IR35 Start Date: March 2026 Location: Remote IT Equipment Provided We are currently looking for Team Leaders to work as part of a high-quality team helping a major financial service provider deliver a past business review project focused on investment product sales. You will be working in a results-orientated and fast paced environment, where your core responsibility will be to lead a technical team and to support them in delivering accurate and timely guidance. Learn and understand the process in depth Support team to achieve productivity/quality targets Conduct Process Confirmations (Buddying in/ Observing Team) Managing the teams workflow Triage Case Clinic referrals Triage referrals to the Technical Team MI production/tracking Resolve any underlying or ongoing issues with individual team members or the group as a whole Make appropriate risk-based escalations and performance development plans for individual team members Work collaboratively with operational and support functions conducting impact assessments and training needs identification Deliver training through one-to-one and group sessions Manage operational risk by ensuring governance and control processes are followed by your team Where applicable, attend client facing meetings and discuss technical aspects of your team reviews (on a case-by-case basis) e.g. Case Clinic EXPERIENCE / SKILLS REQUIRED: Essential Extensive team leader experience managing teams within financial services , Remediation or complaint handling operational experience preferred Proficient at MI tracking, reporting case status to management and progressing against deadlines Effective at issue resolution, appropriate risk-based escalations and performance development/ coaching of teams Excellent facilitation, presentation and delivery skills with knowledge of financial service products and providers Able to adapt to change, often at pace, and bring others with them Stakeholder management and the ability to manage relationships and work at all levels Proficiency in MS office (Microsoft Excel, PowerPoint, Word etc) A bil i ty to be f le x ible and reliable w h en w or k i n g under pressure A tte nt ion to d e ta i l Sound decision making and organisational skills Ability to work remotely/ independently Desirable RQF Level 4 in a suitable qualification e.g. CII Advanced Diploma in Financial Planning (or equivalent)
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