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IFA Practice Manager

  • Job Type: Permanent


Practice manager required for a growing financial practice based just outside of Liverpool. Salary up to £35,000 plus great benefits, this is flexible for the right person.

Key responsibilities will include

  • Manage client experience to highest possible standards
  • Liaise with clients, suppliers (BDMS’s) and visitors to office
  • Supervise and monitor productivity of ALL staff including advisers to ensure meet client expectations and avoid bottle necks within the advice process (include admin, paraplanning and advisers)
  • Monitor and manage the processing of servicing and new business from start to finish accurately and timely
  • Set agenda, take minutes and play active role in team meetings (quarterly CIP and monthly team meetings)
  • Oversight and identify training needs and CPD - t&c support
  • Support with recruitment needs of service and support staff (admin, paraplanning) - identify, training and manage to competency
  • GDPR - ensuring data protection is adhered to
  • Support compliance as first line of defence - money laundering & FCA conduct rules
  • Support with new staff inductions
  • Gather TCF feedback from clients - gauge how clients are feeling with close contact and striving to be the best we can be
  • General housekeeping of office - tidy / data protection / ordering stationary / health and safety
  • Conduct one to ones

The Ideal Candidate For this exciting opportunity will have /be;

  • Experience in an IFA practice
  • Working towards or have the Diploma qualifications
  • High standards of service
  • Fully understand and be competent using company software and back office systems - intelliflo, dropbox, microsoft, provider systems
  • Excellent analytical skills with a preference for working in a structured manner
  • Able to manage workflow and communicate effectively
  • Job Type: Permanent

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Liverpool, England, Merseyside, United Kingdom

  • Ad ID:  15321945
  • Ad Type:  Offered
  • Posted on:  18/08/2020, 02:48
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