Back Office Team Leader

  • Location

    London, England

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    Up to £45000.00 per annum

  • Contact:

    Bethany Singer

  • Contact email:


  • Job ref:


  • Published:

    11 months ago

As a Back Office Team Leader you will be responsible for:

  • Bi-monthly reviews with team members
  • Development of team members and monthly development meetings
  • Managing and coordinating work and the delivery of projects within the team. Ensuring that these are delivered within the timescales.
  • Introducing and delivery of process improvements within the team
  • Establishing and implementing team procedures and conducting an annual review of all of the team's procedures.
  • Resolving issues relating in a timely fashion and to the best outcome, while working within procedures and regulatory
  • Processing cash withdrawals via Cheque/Bacs/Chaps Payments.
  • Running Direct Debit processes and income runs.
  • Clearance and investigation of Residual cash balances on Client portfolios.
  • Monitoring of Client Money Bank accounts.
  • Complying with FSA requirements and rules (Client Money, Systems and controls and client assets)
  • Monitoring and confirmation of all client assets (stock and cash / electronic and safe custody)
  • Reporting the investigation and resolving any reconciliation breaks
  • Isa Administration
  • Investment Processing (Knowledge of Crest Settlements, Corporate Actions, Dividend Processing)

As a Back Office Team Leader you will need:

  • Management skills
  • 2+ years' experience within a similar role, in the financial sector
  • Strong confidence in the skills stated above.
  • Strong problem solving and organisational abilities.
  • IMC qualified or looking to take the IMC is desirable.
  • Customer Focused.
  • Competent with both written and oral communication with people at all levels.
  • Well organized and thorough.
  • Personable with the ability to handle difficult people and deal with people of all levels.
  • Mature and confident.
  • Works well under pressure and can conform to tight deadlines.
  • Good problem-solving skills.
  • Ability to perform multiple tasks accurately.
  • A flexible attitude to both work undertaken and working hours.
  • Able to react quickly in a pressurized environment and make decisions.
  • Must be curious and seek to instill automated and digital solutions wherever appropriate
  • Must be comfortable in using technology and leveraging digital applications and media platforms

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