Job Description
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
About the Role
As our Customer Care Team Lead (Maternity Cover, 12 months), you will step in to lead and optimise our dedicated Customer Care function within Customer Operations. This critical team champions our most sensitive customer journeys: complaint handling, Vulnerable Customer (VC) operations, and bereavements.
Your mission will be to maintain operational excellence, protect our high-performing culture, and ensure our customers receive an empathetic, fair, and seamless experience during a crucial period.
What you’ll do
Leadership & People Management
Direct Management: Lead, mentor, and support the progression of Care Executives, ensuring they continue to perform at their best.
Quality Assurance (QA): Conduct QA checks, deliver feedback, and run targeted training to upskill the wider department in handling vulnerabilities and complaints.
Collaborative Strategy: Partner closely with Operations Team Leads, Managers, and the wider Leadership team to align on departmental goals and share best practices.
⚖️ Complaints Management & Root Cause Analysis
Case Review: Review and approve final complaint responses and financial redress drafted by team members, ensuring strict adherence to regulatory standards and FOS guidelines.
Workflow Management: Manage the intake, logging, and distribution of incoming complaints to ensure an equitable workload.
SLA Monitoring: Monitor daily and weekly resolution deadlines to ensure zero regulatory or internal breaches.
Root Cause Analysis: Identify systemic themes and trends in complaints; collaborate with stakeholders to implement preventive measures and minimise future escalations.
🛡️ Vulnerable Customers (VC) & Bereavements
Operational Oversight: Act as the definitive escalation point in our internal vulnerability Slack channels.
Signposting & Accessibility: Partner with the Content, Comms, and Accessibility forums to continuously improve app features, customer signposting, and self-service resources.
Empathetic Service: Manage the operational workflow for bereavement cases, ensuring a best-in-class, deeply empathetic service for families and executors.
📊 Data, Reporting & BAU Governance
Metrics & Committee Reporting: Maintain and deliver key Management Information (MI) and metrics for internal leadership forums (e.g., Team Lead meetings) and senior committees, including RiskCo and the Vulnerable Customer Committee (VCC).
Specialised Insight: Produce and analyse dedicated reporting covering both Complaints data and Vulnerable Customer (VC) metrics to track regulatory and operational performance.
Ad-Hoc Analysis: Deliver data-driven insights and ad-hoc reporting to evaluate process efficiency, measure business impact, and drive continuous internal improvements.
Who you are
An Adaptable Leader: You can jump into existing processes quickly, hold the respect of a wider team, and keep the ship running smoothly without missing a beat.
Customer-Obsessed: You are genuinely passionate about advocating for customers, particularly those experiencing vulnerability or distress.
A Sharp Organiser: You effortlessly balance day-to-day operational workflows (“BAU”) with high-level strategic tracking and cross-functional stakeholder management.
A Clear Communicator: You possess exceptional emotional intelligence, able to navigate sensitive customer situations and articulate ideas professionally to internal teams.
Feedback-Driven: You view constructive feedback as a tool for growth and foster an open, transparent environment for your team.
Experience and skills
External Hires: Minimum 1+ years of experience in a similar leadership or senior escalated-support role (ideally within Fintech or regulated Financial Services).
Internal Hires: Open to current Team Leads and Managers.
Skills: Exceptional written and verbal communication, meticulous attention to detail, and strong analytical problem-solving abilities.
Regulatory Knowledge: Familiarity with FCA guidelines regarding Vulnerable Customers and Dispute Resolution (DISP) is highly advantageous.
Working hours
Shifts: Monday to Friday, 9:00 AM – 5:30 PM. (Additional overtime available).
Blackout Period: Please note that due to seasonal demand, the end of the tax year ( April) is a strict holiday blackout period for this role.
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: [email protected]
If you would rather we did not keep your details on file, you can contact us at: [email protected]
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
