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DGdavies-group.com logo

davies-group.com

Liverpool, United Kingdom

Team Leader.

FULL TIMEFINANCE & LEGAL
Located in our Liverpool office the Team Leader will manage a team of file handling and support staff in delivering market leading results for ensure while mentoring and developing team members to reach their full potential and achieve targets and objectives

  • Responsibility to develop all handlers to achieve a financial authorities within agreed timescales
  • Managing individual and team performance against KPIs and SLAs, formulating plans where improvements needed
  • Completing supervision in line with each individual’s competency matrix, providing timely coaching and identifying training needs to aid individual development, and maintaining accurate development records
  • Assist the BUD with key client auditing activity as required, completing in line with agreed deadlines 
  • Manage individuals on performance improvement plans where there are performance issues 
  • Provide continual feedback on development areas to the BUD with recommendation for improvement.
  • Monitoring the caseload/workload of agreed team members including allocation of files and tasks. 
  • Providing an environment where team members feel motivated and promoting a team working culture
  • Driving continuous improvement within the team, including conducting audits as required by administrative policies and procedures, giving feedback to team members and drafting and implementing improvement plans
  • Monitoring and managing financial processes (including client account, office account and WiP) to ensure actions taken in line with SRA guidelines and timescales)
  • Managing team members according to the firms policies and ensuring that HR procedures are followed such as appraisals, discipline and grievances
  • Checking incoming and outgoing post as required by administrative policies and procedures
  • Preparing for and conducting Team and 1 to 1 meetings, including disseminating information from the BUD or Departmental Meetings. 
  • To ensure compliance with the SRA Code of Conduct 2011
  • Technically competent in EL/PL claims and litigation is essential.
  • Ability to nurture and encourage team members to give of their best
  • Knowledge of recent changes in Court processes
  • Knowledge of SRA and ISO guidelines
  • Excellent communication and interpersonal skills across all levels.
  • Ability to plan, prioritise and focus on achieving targets and objectives
  • Positive, confident and enthusiastic
  • Good client care skills and evidence of working to client guidelines 
  • Ability to win the trust and confidence of others
  • Ability to anticipate problems and identify solutions
  • Driven to achieve goals
  • Excellent listening and verbal communication skills
  • Ability to influence others
  • Ability to remain calm under pressure
  • Ability to take constructive feedback and set personal goals for continuous improvement
  • Ability to remain fair and objective at all times

  • Davies Incentive Plan
  • 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days)
  • Family Cover Private Medical Insurance (Bupa)
  • Simply Health Care Cash Plan
  • WeCare – 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing
  • Death in Service
  • Critical Illness Cover
  • PHI/Income Protection (Private health insurance)
  • Pension Contribution based 5% Employee / 3% Employer
  • Employee Resource Groups
  • Employee Volunteering Programme
  • Cycle to Work Scheme*
  • Tech Scheme*
  • Season Ticket Loan*
  • Gym Flex*
  • Access to Online Discount Sites
  • Discounted Gourmet Society Membership
  • Discounted Tickets for Merlin Attractions nationwide
  • Discounts at local retail outlets
* after successfully completing probation
Pay
Not stated
Where
Liverpool, United Kingdom
Work
Not stated
Type
Full time
Posted
19 Oct, 2026
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