
Financial Advice Delivery Specialist
1 day ago
As a Team Leader, you will play a crucial role in guiding and inspiring your team to deliver outstanding financial advice to clients.
You will work closely with your team members, ensuring they are motivated, supported, and equipped to perform at their best.
- Lead and motivate a team of professionals to deliver high-quality advice.
- Drive performance and capability development to meet business needs.
- Champion client outcomes through coaching, engagement, and continuous improvement.
- Ensure compliance with regulatory requirements.
- Manage escalations, complaints, and complex requests.
To be successful in this role, you'll need:
- Proven leadership experience.
- The ability to meet relevant education and training standards.
- Experience in identifying operational efficiencies and developing strategies.
- Excellent analytical, written, and communication skills.
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