Assistant Team Manager (Finance)

TL;DR

Assistant Team Manager (Finance): Supporting the Team Manager in overseeing operational workflows and team performance within the wealth management sector with an accent on process improvement, risk mitigation, and staff development. Focus on ensuring high-quality customer service delivery, managing team capacity, and driving continuous operational excellence.

Location: Southampton, United Kingdom

Company

hirify.global is a leading UK-based wealth management business providing financial advice, investment platforms, and multi-asset solutions to help secure brighter financial futures.

What you will do

• Act as a deputy to the Team Manager, covering responsibilities and ensuring customer requests meet quality and timescale expectations.
• Drive service and process improvements while maintaining strong risk awareness and decision-making capabilities.
• Organize staff training and provide constructive feedback to team members.
• Conduct 1-2-1 meetings to support team development and increase exposure to line management duties.
• Support active engagement and motivation of staff to foster a high-performing team culture.
• Liaise with internal business partners, such as Risk or Finance, to ensure compliance with policies and requirements.

Requirements

• Proven experience in managing people in relation to processes and work allocation within operational areas.
• Strong background within the Life, Pensions, or Investment industry.
• Demonstrated ability to drive continuous improvement and coach team members effectively.
• Strong communication and interpersonal skills.
• Proficiency in MS Office products, particularly Excel.
• Must be based in or able to work from Southampton, UK.

Nice to have

• CF1 and/or FA2 CII Qualification.

Culture & Benefits

• Competitive pension scheme with non-contributory company contributions.
• 26 days of annual leave (182 hours).
• Eligibility for the hirify.global Incentive Scheme based on performance.
• Access to a range of flexible benefits via salary deduction.
• Supportive environment focused on diversity, inclusivity, and professional growth.