Team Leader - Financial Advice
About the job
The Advice Team Leader job is all about guiding and developing a high-performing Advice team within MUFG Retirement Solutions. This position plays a vital role in ensuring quality and compliant advice while fostering strong internal relationships. The team thrives on collaboration, diversity, and a commitment to continuous improvement, making it an exciting opportunity for anyone looking to make a meaningful impact.
You'll be responsible for
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Leading and managing adviser performance
Lead and manage adviser performance to meet productivity, quality, and business targets while overseeing workflow and delivery standards.🤝
Driving internal referral partnerships
Drive strong internal referral partnerships through reporting, stakeholder meetings, and relationship management.⚙️
Supporting system improvements
Support the rollout of system improvements, process enhancements, and client project delivery.Key criteria
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Leadership capability
Demonstrated experience leading high-performing teams in financial services.View
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Analytical skills
Strong analytical skills with attention to detail in advice delivery.View
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Proficiency in Xplan and Aaspire
Experience using Xplan and Aaspire systems for operational efficiency.View
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