We have an opportunity for an experienced Manager (within a Practice/Wealth/FS business) to work for a boutique based Wealth Management firm in the Crosby areas
£28,000 - £35,000 What to expect from the company is the investment in your career development and study support on industry qualifications if required.
t's a superb location based in Merseyside with not much traffic to the office but also walking distance to a mainline train station in Merseyside.
- Manage client experience to the highest possible standards
- Liaise with clients, suppliers (BDMS’s) and visitors to the office
- Supervise and monitor the productivity of ALL staff including advisers to ensure meet client expectations
- Avoid any delays through correct planning within the advice process
- Supervision of admin & paraplanning
- Effective delegation to ensure the above
- Monitor and manage the processing of servicing and new business from start to finish accurately and timely
- Set agenda, take minutes and play an active role in team meetings
- Oversight and identify training needs
- Support with recruitment needs of service and support staff (admin, paraplanning) – identify, training and manage to competency
- Knowledge and understanding of acceptable business levels and costings to ensure the company is profitable
- Complaint handling process (prevent)
- GDPR – ensuring data protection is adhered to
- Support compliance as the first line of defense - money laundering & FCA conduct rules
- Support with new staff inductions
- Gather TCF feedback from