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IFA Practice Manager

  • Salary: Up to £35000 per annum
  • Location: Liverpool, Merseyside
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    20 Aug 2020
  • Job reference: 34504

My client is currently looking for an experienced IFA Practice manager to join their firm in Liverpool.

  • Manage client experience to highest possible standards - chartered firm / wow factor / clients likely to recommend / right first time / minimal complaints
  • Liaise with clients, suppliers and visitors to office
  • Supervise and monitor productivity of all staff including advisers to ensure meet client expectations (include admin, paraplanning and advisers)
  • Oversight and identify training needs and CPD - T&C support
  • Monitor and manage the processing of servicing and new business
  • Set agenda, take minutes and play active role in team meetings (quarterly CIP and monthly team meetings)
  • Support with recruitment needs of service and support staff (admin, paraplanning) - identify, training and manage to competency
  • Conduct one to ones
  • Knowledge and understanding of acceptable business levels and costings to ensure company is profitable
  • Manage complaint handling process
  • Support compliance as first line of defence - money laundering and 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
  • GDPR - ensuring data protection is adhered to
  • General housekeeping of office - tidy / data protection / ordering stationary / health and safety
  • Fully understand and be competent using company software and back office systems - intelliflo, dropbox, microsoft, provider systems

The successful candidate will ideally Level 4 qualified and have experience from an financial planning environment.

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