Financial Services Work Flow Leader 19 views

Do you have experience in work allocation?

Can you work towards departmental service levels? 

Do you have experience coaching team members and influencing results? 

Do you have a background in Financial Services?


HRC Recruitment are currently recruiting a number of Work Flow Leaders to work with their client in a growing department which has recently undergone some exciting changes. This role will be key in providing support to departmental managers by supporting and distributing work to teams of Case Managers.  


Are you who we’re looking for? 

• Previous experience in a similar role is essential

• Financial Service experience

• Experience of coaching team members and providing a mentoring support 

• Positive attitude and reliable 

• Exceptional communication skills 

• Confident approach when dealing with junior team members 


What does the day to day look like? 

• Distributing and monitoring workload with the team

• Acting as an SME providing support to the team and external parties 

• 50/50 split to include an element of Case Management

• Liaise with brokers to ensure regular updates on cases are provided 

• Coaching and training of team members 

• Managing and monitoring case loads through the workflow process

• Acting as a senior support to the team 

• Conduct daily team huddles 



My client offers fantastic opportunity for growth and development and above an excellent basic salary this role also comes with an attractive benefits package.


To apply for the above position please forward your CV to Cheryl Stobo using the apply online link.


HRC Recruitment acts as both an employment business and an employment agency.


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8th Floor,
180 Saint Vincent Street, G2 5SG
0141 353 1133

13 Atholl Place,
0131 357 5333

2nd Floor, Suite 4,
Marketgait Business Centre, DD1 1NJ
01382 768 700