Membership Team Leader

We have an exciting opportunity for a Membership Executive / Membership Team Leader to join our team.

Job title: Membership Team Leader

Location: Office based in Leicester LE19 1RJ

Salary Banding: £30,000 - £33,000 + benefits depending on qualifications / experience

Department/Section: Membership

Reporting to: Operations Manager

Responsible for: The Membership Team

Main purposes of job:

* To manage the activities of the Membership department to deal with onboarding of members and advisers, check ongoing fitness and propriety and dealing with termination of membership/authorisations.
* To co-ordinate the risk management procedures and risk reviews.

Key tasks:

* Management of the Membership Team, including coaching, 1:1's, training and performance reviews to ensure they have the necessary knowledge and skills
* Assessment of recruitment applications to ensure compliance with regulations and company standards
* Management of progress of applications, member referencing, initial training attendance and authorisation of members and advisers
* Manage maintenance of the Membership database to accurately record status and permission levels
* Management of ongoing fitness and propriety of members and advisers
* Processing suspensions and terminations and dealing with references for exited members and advisers
* Conduct checks to ensure complete documentation for membership have been assessed and retained to the appropriate database and filing systems
* Produce reports and maintain records of activities specified by Senior Management
* Provide appropriate guidance to Appointed Representatives, their Advisers and their employees when dealing with applications to join the network
* Report wilful misrepresentation and/or false documentation to the Compliance Director and agree appropriate remedial action
* To maintain ongoing competency through development of personal training plans in conjunction with Compliance Director
* Co-ordination of risk management procedures and reviews
* This list is not exhaustive and other relevant duties will be undertaken in relation to the job.

Qualifications / Skills:

* CeMAP/equivalent professional financial services qualification desirable but not essential
* Excellent verbal and written communication skills
* The ability to analyse information with a view to making informed decisions
* Knowledge of systems of control and able to follow clearly defined procedures
* Experience of working under pressure, prioritising and working to tight deadlines

Experience Required:

* Minimum of 3 years' experience in financial services
* Demonstrable supervisory skills including managing and coaching
* Process/Compliance background
* Good team player, but with a definite ability to work under own initiative
* Good computer skills including Microsoft applications

Personal qualities:

* Excellent communication and leadership skills with a customer focused attitude.
* Confident and assured manner when presenting the HLP Proposition, whilst maintaining an honest style that promotes the customer-centric ethos of the Network
* Highly self-motivated and with strong personal discipline to meet key objectives and drive a key area of the business


* Company Sick pay, Option to buy additional holiday

Next Steps:

To apply for our vacancy for Membership Team Leader, please click on Apply and upload a copy of your CV.

We look forward to hearing from you.

  • Location: Leicester, England
  • Salary: £30000 - £33000 Per Annum
  • Type: Permanent
  • Recruiter: Lilium Direct
  • Posted: 12-Sep-2022
  • Posted on: