Who We Are, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeCornmarket’s Retirement Planning Support (RPS) Team Leader is responsible for the efficient running of and day to day operations of the RPS team. The RPS team are a telephony-based team that provide support to our clients and book them in for financial planning appointments with our team of consultants.Coaching and training team members is an important aspect of this role. The RPS Team Leader will ensure that all team tasks are achieved within SLA and to an excellent standard. Therefore, supporting and monitoring team members performance towards meeting team and individual objectives is an important aspect of this role.This is a fixed-term contract position.Accountabilities of the RoleMonitor and prioritise work within the retirement planning support team, ensuring quality appointments are booked in each week and that all administration tasks are completed within the applicable SLA and compliantlyConduct weekly individual and team meetings, to coach, support, and guide team members towards meeting agreed objectivesWork with the Financial Planning Support Manager to carry out performance management reviews & objective setting for team membersManage all types of leave (annual, sick etc.) for the teamDevelop and enhance relationships across the business to ensure effective delivery for the retirement planning support teamSupervise and manage all retirement planning support team lead sources effectively. Undertake quality control checks on lead management within the team and deliver on campaign hit rate targetsDeal with any complaints or compliance issues that arise within the teamComply with the requirements of the minimum competency code and ensure all new regulations within the code are being adhered toWork closely with area and senior managers to ensure FPS deliver on key objectives (diary management, reporting etc)Identify opportunities to make process & system improvements and ensure the follow through of these ideas to managementRepresent the team and advocate for team needsEnsure the smooth operation of the company's business in the Retirement Planning Support team and the promotion of the company's reputation and good standing as a provider of financial services for public sector employees and other clientsEncourage and facilitate open communication within team members, ensuring everyone is working towards individual & team goalsComply with quality control and regulatory requirements that are relevant to this roleMaintain commercial awareness relevant to this role in relation to changes in life and pension products and industry specific changes related to both life products, retirement products and mortgagesSkills & Knowledge RequiredAPA in Life, Pensions required upon commencement in the role and willingness to work towards full QFAA minimum of three years’ experience in a financial services organisationStrong working knowledge of RPS Team tasks and objectives (desirable)Working knowledge of Cornmarket’s Life Sales department, specifically the Retirement & Investment sales market (desirable)Ability to prioritise workloadA keen eye for detail and qualityAbility to lead and motivate a teamExceptional interpersonal skills requiredStrong customer focus and an ability to deal with the unexpectedThe ability to present written / verbal information in a professional, clear & concise mannerAbility to analyse data and produce accurate reportsKnowledge of risk control & regulatory environmentCommercial awarenessWhat We Can Offer You?Flexible working from home options as part of our Cornmarket Flex ways of workingSignificant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)Annual leave (increases based on service)Flexi leave (option to take additional annual leave)Attractive & flexible pension contribution ratesHealth insurance or wellness subsidyFully paid family leave types (maternity/paternity/surrogacy)Performance based bonus/commissionIncome protectionLife coverDiscounts on financial productsComprehensive health & wellbeing programmeEmployee Assistance ProgrammeActive Sports & Social ClubBehavioural Competencies RequiredDrive for results and target drivenApproachable and a can-do attitudeResilientQuality-focusedCustomer-first approachLeadership skillsDemonstrates flexibility and can accommodate unforeseen circumstances and ad hoc tasksAbility to work on own initiative and manage busy workloadAbility to work within a pressurised environmentControlled FunctionThis role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity.Equal Opportunities & Data Privacy NoticeCornmarket is committed to building an inclusive workplace environment, We’re proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation.We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team.To review our data use practices, visit our .
