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Date Added: Fri 27/09/2024

Team Leader - Custody Cash - EFSL Operations

Worthing, UK
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Company: EQUINITI

Job Type: Permanent

Salary: Negotiable

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Main Purpose of Job

  • You will be responsible for supervising, managing and motivating team members on a daily basis. As a team leader, you will be the contact point for all team members, so your communication skills should be excellent. You should also be able to act proactively to ensure smooth team operations and effective collaboration.
  • To lead cash administration processing and authorisation of payments for the following products:-
  • Retail Products - EQI Nominee/Certificated. CAPON Nominee. Selftrade Nominee. Shareview Certificated.
  • Corporate Products - Equiniti Premier Services, Corporate Dealing Services

Core Duties/Responsibilities

  • Co-ordinate available resources and oversee processing to ensure that the daily workload is consistently completed in line with agreed service standards
  • Lead, motivate, develop and appraise team members, co-ordinating their ongoing training and development in order that their individual and collective performance is of the required standard
  • Monitor individual staff and team performance, recommending actions to resolve problems in order to maintain operational efficiency and service quality
  • Ensure payments are authorised and released accurately and in a timely manner

Always to undertake the duties of this role in accordance with the requirements of the company's Regulators, including FCA's Principles for Business

Core Competencies

Providing excellent customer service (courteous, prompt service)

  • Assists staff to meet and exceed customer service standards by creating the right working environment and climate
  • Minimise the impact of workflow peaks and troughs upon customer service standards

Leading Others:

  • Acts as a role model to others
  • Adopts personal style to suit the situation and needs of others
  • Treats all staff as individuals, recognising and valuing diversity
  • Praises achievements and says 'thank you' for a job well done
  • Communicates business goals in a way which motivates staff
  • Identifies and draws upon the different strengths of team members
  • Provides prompt feedback on both good and poor performance
  • Takes personal responsibility for the performance of the team
  • Assists staff to overcome personal and work setbacks
  • Sets targets and expectations for the team

Helping Others to Learn:

  • Provides honest and constructive feedback to others
  • Help others to become familiar with new tasks
  • Reviews the performance of individuals against the requirements of their role
  • Intervenes in a tactful way to stop errors being made

Planning & Control:

  • Establishes priorities, tasks and work schedules in advance
  • Maximises the use of available resource
  • Clarifies the responsibilities of self and other, avoiding duplication of activity and wasted effort
  • Monitors the progress of plans and ensures that action is taken to resolve delays
  • Anticipates and promptly raises operational or resource issues
  • Ensures that all local plans are achievable within budgetary constraints
  • Establishes realistic timescales, with adequate contingency plans, to ensure objectives are met
  • Reallocates resources in response to changes in plans and management information
  • Ensures that necessary resources are available to complete business processes

Making Change Work:

  • Maintains a sense of pace and urgency so that change initiatives do not stagnate
  • Implements improvements to processes and procedures as required
  • Encourages others to look at change positively

Skills & Knowledge and Qualification

  • Excellent IT skills especially knowledge of Microsoft Excel
  • Self organisation
  • Ability to plan tasks and keep to timescales
  • Able to write reports /communicate with Senior Managers (both internally and externally)
  • Good communication skills (both written and oral)
  • Performance Review & Development - Objectively assess the performance of other in accordance with the process, assessing capabilities and potential. Give constructive feedback in order to identify individual's development needs. Maintains an overview of the appraisal process, ensuring consistency and fairness.
  • Organisational Awareness - Has a comprehensive understanding of the Group's overall aims, structures policies and culture, together with a broad knowledge of the policies, operations, systems and relevant strategies pertaining to specific areas of the business..
  • Procedural/Product/Specialist Knowledge - Comprehensive knowledge and wide practical experience of the relevant procedures, products and services in own areas of responsibility. Where appropriate will have detailed knowledge of the key relevant legal, regulatory and statutory requirements, technical interpretation and the ability to provide advice thereon. G
  • IAQ qualified (if new to the role this must be obtained within 2 years of the appointment)

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks

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