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Team Leader - Wealth Management

Team Leader - Wealth Management

Job description

About Your New Employer:

Our client who is a leading provider of Wealth Management are seeking a Team Leader, to join their Dublin based office in hybrid working model, and on a full-time permanent contract.

About Your New Job:

  • Lead a team of administrators in the delivery of a high-quality administration service as well as managing a portfolio of clients, while adhering to agreed client service levels and the regulatory/legislative framework governing occupational pension schemes.
  • Training and mentoring of all staff, including understanding of training requirements of team members.
  • Ensuring projects in the team are managed and deadlines adhered to and reported on.
  • Delivering a high-quality administration service by organising and supporting team members to ensure agreed client service levels are met/exceeded.
  • Ensuring administration services are provided in line with agreed procedures, Revenue regulation and relevant legislation.
  • Supporting the team with technical and procedural guidance and identifying team training and development needs.
  • Managing team members’ performance, development and growth plans. To coordinate and approve team flex/annual leave etc. ensuring adequate cover in place within the team.
  • Drive and implement change initiatives on processes / procedures and the ongoing enhancement and development of the core administration and workflow management systems.
  • Takes ownership and manages projects such as, bulk investment strategy implementations and switches, risk rebroke switching, wind ups, enhanced tv exercises etc.

Who you are:

  • Ideally possess, though not essential, a BA (Hons) Degree within a Business or Finance related discipline.
  • Demonstrate a high level of business and financial commercial awareness.
  • Minimum 5+ years’ experience within a Life & Pensions Broker.
  • Experience in a similar role desirable.
  • Proven ability to manage a team of administrators.
  • Excellent knowledge of occupational pension schemes for full service corporate pension arrangements and the key processes needed to successfully deliver a quality administration service.
  • Excellent communication skills with strong problem-solving abilities.
  • Excellent planning/time management skills and the ability to work under pressure to meet deadlines and co-ordinate team members to meet these requirements.
  • Ability to manage own workload while also managing overall team workload effectively and efficiently.


What’s on Offer:


  • Hybrid working (3 days in the office)
  • Pension
  • Healthcare
  • Great Benefits

What’s Next:

Apply now by clicking the “Apply Now" button or call me, Karl O’Connell on 01-4744633 or e-mail me on

Or if the job is not quite right but you are looking for something similar, please get in touch.

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