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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Business Processing Team Leader - **Company:** Titan Wealth Holdings Limited - **Location:** UK - **Experience:** Expert - **Contract:** Permanent contract - **Skills:** Data Integrity, Data Processing, Performance Monitor - **Published:** August 10, 2026 - **Apply:** https://www.reed.co.uk/jobs/business-processing-team-leader/57216971 ## About the Role * Proven ability to lead and manage a small specialist team in a regulated financial services environment. * Strong quality control and accuracy management capability. * Ability to design and maintain repeatable processes that scale with volume. * Clear, confident communication with operational colleagues and senior stakeholders. * Calm, delivery-focused leadership style suited to high-volume, deadline-driven environments. Experience Required * Experience in a financial services operations, processing, or back-office role. * Experience managing or leading a small team in a regulated environment. * Demonstrable track record of maintaining accuracy and quality under volume pressure. * Experience working with investment platforms and provider submission processes. * Experience producing performance MI and using data to manage operational quality, * Strong general education with substantial relevant experience in financial services operations or processing within a regulated environment., * Relevant financial services qualifications (e.g. CF1, R01, or equivalent). * Experience working with the Third platform or equivalent wrap platform. * Leadership or operational management development ## Description The Business Processing Team Leader is responsible for leading and managing the national Business Processing Team - the specialist back-office function within Central Business Operations that owns all post-acceptance processing across the Wealth Advice Division. The role exists to ensure that every new business case is processed accurately, on time, and to a consistent standard across all 22,500 client households. The Team Leader is the single point of accountability for best execution compliance, fee accuracy, IO data integrity, and tracker management - and is the primary link between the Business Processing function and Central Business Operations leadership., Team Leadership and People Management * Lead, manage, and develop the Business Processing Team. * Set clear performance expectations for every team member against the six-step processing standard. * Conduct regular one-to-ones, performance reviews, and development conversations. * Monitor individual and team throughput, quality, and SLA compliance on a daily basis. * Manage absence, capacity, and workload allocation across the team. * Support the onboarding and training of new team members onto all relevant platforms and processes. Processing Quality and Oversight * Own and maintain the six-step processing standard - Check, Fees, Submit, Monitor, Update, Close - ensuring every case follows the same process without exception. * Conduct weekly audits of completed cases to verify quality, accuracy, and data cleanse compliance. * Ensure that Step 6 record closure and IO data cleanse is completed on every case on the day of settlement. * Identify and address recurring error types through targeted training and process updates. * Act as the escalation point for all processing exceptions, provider delays, and compliance concerns. * Ensure best execution timelines are monitored and met on every transfer case. Case Tracker and Visibility * Own and maintain the central case tracker, ensuring every live case has a current status at all times. * Ensure all Client Service colleagues have accurate, up-to-date visibility of every case in their adviser's pipeline. * Escalate any case where best execution, fee accuracy, or data quality is at risk. Performance Reporting and MI * Produce regular MI for the Head of Central Operations covering case volumes, same-day submission rates, error rates, fee accuracy, record closure rates, and best execution compliance. * Identify trends in processing data that indicate systemic issues - with providers, case types, or the submission process - and raise them proactively. * Provide input into the post-pilot review of the Business Processing model, including actual case time data and throughput figures. Process Improvement and Technology * Continuously identify opportunities to improve processing speed, accuracy, and consistency. * Work with Business Operations and technology teams to identify candidates for straight-through processing automation on the Third platform. * Maintain up-to-date process documentation, submission guides, and training materials for all platforms in scope. * Support the consolidation of business onto the Third platform, ensuring team processes are updated as provider platforms change. Critical Knowledge * Investment platform processing, new business submission, and provider transfer processes within Wealth. * IO or equivalent back-office CRM and portfolio management system. * Best execution obligations in a regulated advice context. * Quality control and audit frameworks in high-volume operational environments. * Performance MI design and reporting in a processing or operations function., * Head of Central Operations - direct line manager; performance reporting, escalation, strategic input * Business Processing Administrators - direct reports * Client Service colleagues across the Wealth Advice Division - receive packaged cases; provide tracker updates * Wealth Advice Division leadership - regular MI reporting; exception escalation * Provider platforms (Third and others) - oversight of submissions and SLA performance * Business Operations - process governance, compliance oversight, technology roadmap... ## Related Videos - [Exploring 5 Key Applications of AI Abundance with Blockchain Assurance](https://www.wearedevelopers.com/videos/971-exploring-5-key-applications-of-ai-abundance-with-blockchain-assurance) - [Implementing continuous delivery in a data processing pipeline](https://www.wearedevelopers.com/videos/73-implementing-continuous-delivery-in-a-data-processing-pipeline) - [Automate everything via NodeJS and Puppeteer](https://www.wearedevelopers.com/videos/322-automate-everything-via-nodejs-and-puppeteer) - [Microservices architecture as a key element in building trading systems for global finance markets](https://www.wearedevelopers.com/videos/1196-microservices-architecture-as-a-key-element-in-building-trading-systems-for-global-finance-markets) - [Startup Presentation: StorX - Future of Cloud Storage](https://www.wearedevelopers.com/videos/1176-startup-presentation-storx-future-of-cloud-storage) - [Inside Bitpanda's Tech Stack: Scaling a European Fintech Leader - Markus Dorner](https://www.wearedevelopers.com/videos/1979-inside-bitpanda-s-tech-stack-scaling-a-european-fintech-leader-markus-dorner) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [UK Business Culture and Etiquette](https://www.wearedevelopers.com/magazine/326-uk-business-culture-and-etiquette) - [Data Engineer Salary UK](https://www.wearedevelopers.com/magazine/253-data-engineer-salary-uk) - [IT Salaries in UK](https://www.wearedevelopers.com/magazine/288-it-salaries-in-uk) - [Best Companies to Work For in The UK: Top 25 Companies in 2023 ](https://www.wearedevelopers.com/magazine/186-best-companies-to-work-for-in-the-uk-top-25-companies-in-2023)