Administration Manager (Financial services)

  • Location

    Exeter, Devon

  • Sector:

    Finance & Accountancy

  • Job type:

    Permanent

  • Salary:

    Up to £50000 per annum

  • Contact:

    Margaret Rendle

  • Contact email:

    mrendle@meridianbs.co.uk

  • Job ref:

    187784MR_1579626632

  • Published:

    about 1 month ago

  • Expiry date:

    2020-02-20

  • Startdate:

    ASAP

  • Consultant:

    #

Administration Manager (Financial services) IRO £50K DOE

Do you supervise a team of paraplanners, Client Liaison advisors, or financial services administrators? Do you understand and abide by the FCA Code of Conduct rules (CoCON)? Are you looking to work for a successful, well respected and growing financial services company in Exeter with excellent benefits and attractive surroundings? This may be an opportunity not to miss!

I am looking for a Financial services administration manager, ideally with experience working within an IFA practice. Based in Exeter the role is working with a friendly team within their new and attractive offices.

A full job description is available.

Please call Mags to discuss the role further 01392 423301 / 07788 978468

Responsibilities

  • General oversight of admin team- ensuring processes are followed and training is completed where required
  • General oversight of the receptionist ensuring training is completed where required
  • Oversight of service standard expectations - e.g. ensuring all fund switching and new business is processed by lunchtime
  • Streamline procedures
  • Oversight of the admin section of the process manual - ensuring processes have been updated when amended where appropriate
  • Maximise efficiency
  • Monitor admin to do lists
  • Monitor admin and adviser review spreadsheets
  • Identification and resolution of issues within the team or processes
  • Bi-annual admin staff reviews

Skills and competencies

  • Management and supervision
  • Mediation
  • Training and development coaching
  • Ability to juggle numerous tasks and manage a heavy workload
  • Ability to prioritise and ask for help if required
  • Keen eye for detail
  • Good spelling and written English required
  • Good use of Word, Excel and the ability to learn new software systems for example our back office system Durell
  • Financial services experience is essential
  • To understand and abide by the FCA Code of Conduct rules (CoCON).

Salary at IRO (In the region) £50K DOE (Depending on experience). Holidays 30 days + bank holidays

Please call Mags to discuss the role further 01392 423301 / 07788 978468

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.