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Desk Based Advice Manager

  • Salary: £50000.00 - £55000.00 per annum
  • Location: Work from home
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    06 Jul 2021
  • Job reference: 35892

This is a rare opportunity to work totally home based, for a Desk Based Advice Manager, with the need to only travel to head office one a month!


This role will see you being responsible for the telephone based team for a National IFA that provide desk based advice and support to private and corporate clients.


Your duties will include but will not be limited to:

  • To lead and develop members of the team
  • Take responsibility for the achievement of sales and service standards
  • To provide operational input and expertise into complex matters or projects as required
  • Provide support to the Chief Commercial Officer, the Heads of Channel, other Senior Management, and the wider management team as required
  • Coach, develop and lead the individual members
  • Perform one to ones and annual reviews
  • Check the work of team members and providing suitable feedback including call monitoring as appropriate
  • Provide both advice and guidance direct to members
  • Outbound telephone activity to existing and potential new clients
  • Answer incoming phone calls
  • Providing the Chief Commercial Officer with regular/weekly management information



For you to be a successful candidate:

  • 7 GCSEs or equivalent (including Maths and English)
  • Level 4 Qualified
  • Financial services experience
  • Line management experience
  • The requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
  • Knowledge of the financial planning market including products and services
  • Working knowledge of FCA rules, guidance notes and commitments that apply to the job role
  • Experience in an IFA/wealth management environment



This is a fantastic opportunity for a Desk Based Advice Manager to work Home Based. If you would like further information please apply and we will be in touch.
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.

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.

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