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Team Leader - Platform Dealing

Please Note: The application deadline for this job has now passed.

Job Introduction

Works with Management:

  • To engage, coach and develop a team of Associates to confidently and successfully meet and exceed business targets
  • To greatly enhance our reputation as a truly customer focused company, by any appropriate means of communication.
  • Maximise business opportunities by building and developing positive Customer/Client relationships
  • Hold monthly 1-1 meetings with Associates

Role Responsibility

  • Monitoring of Associate’s work both side by side and remote
  • Coaching & Feedback to Associates (RON, Incident Report)
  • Managing adherence
  • Referral Management
  • Day to day resourcing of the team
  • Support Management Company relationships
  • Actively contribute to team and departmental meetings
  • Knowledge retention – support business volumes when necessary
  • Assist in the planning and implementation of agreed initiatives
  • Review and understand MI – including feedback delivery for Associates out of Adherence
  • Overcoming objections- be first point of contact on escalated cases
  • Be a role model by adhering to DST policies and procedures
  • Take ownership of personal development
  • To ensure own and teams regulatory training is completed within timescales
  • Maximise business opportunities by building and developing positive internal and external relationships
  • Deputise for Team Manager when they are out of the office – completing all controls that TMs are accountable for
  • Support Manager with 1:1 and RTW meetings
  • Gain exposure to HR related conversations and processes, supporting Team Manager with these, as and when they arise
  • Flexibility to support team with processes and work volumes when business needs dictate
  • To carry out any other duties which are within the employee's skills and abilities whenever reasonably instructed

The Ideal Candidate


  • Detailed knowledge of, ISA, Unit Trust administration
  • Can demonstrate an understanding of responsibilities within Financial Services industry
  • Awareness of Microsoft office packages
  • Good verbal reasoning and numeric skills
  • Ability to analyse and appraise work to identify potential areas of concern that could lead to risk


  • IOC or equivalent, or commitment to study for IOC
  • Experience in client facing role
  • Experience in Financial Services Investment Industry
  • Knowledge of FSA regulatory environment

Package Description

  • Reference salary based on experience and in line with the ACE salary progression scheme
  • 20 Days holiday (increasing by 1 day for every year’s service up to a maximum of 25 days)
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • flex benefits scheme

About the Company

DST is a leading provider of specialised technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. We enable clients to transform complexity into strategic advantage by helping them continually stay ahead of and capitalise on ever-changing customer, business, and regulatory requirements in the world's most demanding industries.

Headquartered in Kansa City, Missouri, USA, DST is a public company listed on the New York Stock Exchange (NYSE: DST), employing over 16,000 talented people globally.

In March 2017, DST acquired International Financial Data Services (IFDS) in the UK and Ireland; making DST a leading provider of investor and policyholder administrative services to the funds, insurance and wealth management industries.

DST employs ~5,000 people across 12 locations in the UK and Ireland


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