An exciting opportunity has arisen with one of our growing financial planning firms who have a presence in Exeter for an individual to become an Administration Manager for the client services administration team!

Your role includes but will not be limited to:

• To carry out Client Relations duties supporting all offices with activities and prioritise the Client Relations team workload, using the activity system to manage
• To develop and train the above team to ensure that they are effective and meeting business objectives
• To ensure the team is using technology effectively and working to defined priorities
• To actively undertake resource management to include recruitment and induction of new staff
• To work closely with the Technical Support Manager so that integrated work practices are consistent across offices and provide high levels of customer service
• To work with the Technical Support Manager to develop new procedures and practices to improve efficiency and meet business objectives
• To support the Directors/IFAs in building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each step of the advice process
• To assist with campaign activity and management, and other ad-hoc projects
• To become the Adviser Office champion including maintenance, upgrades, data cleansing, query searches and mail merges and attend all Roadshows and User group meetings
• To work with the Finance Manager in maintaining the accuracy of data within Adviser Office and Virtual Cabinet
• To work with the Finance Manager in writing and updating manuals and other ad-hoc projects
• To work with the Finance Manager in developing the use of existing and new software to introduce efficiency's and improve reporting and compliance
• To assist the Finance team with the review of monthly new business reports to confirm accuracy
• Assist in updating the MWM website and postings on the Monahans intranet
• To have a detailed knowledge and understanding of the firm's record keeping requirements
• Have an understanding that the provision of advice to clients must be in a compliant manner as detailed in the firm's Risk Plan
• Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
• Comply with the relevant Compliance, TCF, T&C and Anti-Money Laundering Procedures of the firm at all times
• Keep up to date with all relevant product, legislative and technical changes, as required
• Follow appropriate ethical standards within the firm at all times
• Ensure all dealings with customers and colleagues are carried out in a professional and courteous manner
• Maintain all standards of performance as required by the firm as above at all times

This is a hybrid working opportunity which will see you from home 2/3 days a week.

Benefits include:

• Discretionary on target bonus - 15% of Salary
• x4 DIS
• 25 days holiday + Bank holiday
• Flexible Benefits voucher

This is a new opportunity within the firm after the client services department have gone from strength to strength!

For more information please click apply!

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