Job Description
Team Leader
Location: Glasgow
Contract: 7-month fixed-term contract
Salary: £30,600 per annum
A leading wealth management firm is seeking a Team Leader to join their Investment Management Middle Office team. This role is key to ensuring service excellence, protecting client assets, and driving operational improvements. You will be responsible for managing, coaching, and developing a high-performing team while ensuring regulatory compliance and maintaining the highest standards of client service.
Key Responsibilities:
* Oversee the daily management of the central team to ensure professional, reliable onboarding and servicing processes for clients, advisers, and product providers.
* Produce and present accurate management information aligned to service level agreements (SLAs) and key performance/risk indicators.
* Lead, influence, and develop team members, fostering a culture of continuous improvement.
* Monitor team performance against agreed standards, proactively identifying and implementing service enhancements.
* Collaborate across business areas to manage expectations and timelines effectively.
* Ensure operational resilience and adherence to business continuity policies.
About You:
* Fully IOC qualified (or working towards) preferred.
* Experience leading and managing teams within financial services operations.
* Understanding of FCA CASS regulations (or similar) desirable.
* Proven focus on delivering exceptional client service.
* Strong communication and relationship-building skills across functions.
* Ability to plan ahead, prioritise workloads, and delegate effectively.
* Track record of identifying training and development needs for individuals and teams.
Benefits:
* Competitive salary of £30,600 per annum
* Hybrid working model: after training, 2 days in the office and 3 days working from home each week
* 26 days of annual leave pro rata
This is an excellent opportunity to join a respected investment management business with a strong commitment to responsible investing and client service. If you have the drive to lead a team, improve processes, and deliver outstanding outcomes, we’d love to hear from you.
Apply today to take the next step in your career!