Product Features
Blog
Contact Us
Sign In
IDEX Consulting Ltd
,
Manchester, Greater Manchester
IFA Administration Manager
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £30,000 per annum |
Overview
My client is currently looking for an IFA Administration Manager to join their team in Manchester. Line management duties To line manage the client services team To actively contribute to the development of the team by analysing their training gaps and arranging for training where needed To oversee the performance management of the team Communicate with the team regularly and ensure information flow Contribute to a variety of internal projects, sometimes as project lead Client services To ensure the understanding of the firm's systems and procedures by the wider team within financial advice and beyond To update and maintain all procedures for the financial advice process To perform quality monitoring of all processes To gain and share the knowledge on the financial products and services amongst the financial advice team and beyond To coach, train and develop members of the team and offer support on their journey To act as a centre of excellence around the effective and efficient use of the iO software Ensure all client information is recorded on the system and any tasks are completed within the appropriate timescale To ensure fair allocation of centralised support work for the client services team To manage day to day activities of the team Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.