Customer Service Team Leader - (Financial Services) Industry: Financial Services Location: Carlisle | Hybrid You must be eligible to work in the UK without the need for Sponsorship Role Purpose To lead, support and develop a team of Pension Operations Administrators, ensuring excellent service is delivered to customers, advisers and business partners. The Team Leader is responsible for creating a positive and high-performing team environment, maintaining service standards and quality, and ensuring colleagues have the skills, knowledge and support needed to succeed. Key Responsibilities Leadership & People Management

  • Lead, motivate and support team members to achieve individual and team objectives.
  • Conduct regular one-to-one meetings, performance reviews and development discussions.
  • Identify training and development needs and support colleague growth.
  • Promote colleague wellbeing, engagement and a positive team culture.
  • Manage performance effectively, recognising success and addressing concerns where required.
  • Support recruitment, onboarding and induction activities. Operational Management
  • Plan and coordinate workloads to ensure service standards are achieved.
  • Monitor team performance, quality and productivity.
  • Ensure operational processes are completed accurately and in line with company procedures.
  • Support the resolution of operational issues and customer escalations.
  • Work collaboratively with other teams to meet business objectives. Quality, Compliance & Continuous Improvement
  • Promote high standards of quality, accuracy and customer service.
  • Ensure compliance with regulatory requirements and company procedures.
  • Complete quality assurance activities and provide constructive feedback.
  • Identify opportunities to improve processes, employee experience and customer outcomes.
  • Support the implementation of change and continuous improvement initiatives. Knowledge, Skills & Experience Essential
  • Experience of leading, coaching or supervising a team.
  • Strong communication and interpersonal skills.
  • Ability to motivate, develop and support colleagues.
  • Strong organisational and planning skills.
  • Experience of managing performance and delivering feedback.
  • Customer-focused with a commitment to quality and continuous improvement. Desirable
  • Experience within pensions, financial services or a regulated environment.
  • Knowledge of SIPP administration and operational processes. Personal Attributes
  • Positive and supportive leader.
  • Strong communicator.
  • Professional and approachable.
  • Organised and resilient.
  • Collaborative and adaptable.
  • Committed to developing people and delivering results.

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