IFA Practice Manager – Salary of £45,000 – Christchurch

WE GO THE EXTRA MILE. EVERY DAY.

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IFA Practice Manager – Salary of £45,000 – Christchurch

WE GO THE EXTRA MILE. EVERY DAY.

IFA Practice Manager – Salary of £45,000 – Christchurch

Permanent

IFA Practice Manager – Christchurch – Salary of £45,000 + benefits
Our client, a leading IFA firm based in Christchurch are currently looking to recruit an IFA Practice Manager to join their elite team. The ideal candidate will be fully qualified with team leader experience.
Duties:

  • Lead a team of Paraplanners and Administrators to consistently provide excellent client service.
  • Provide technical and administrative support to the IFA team.
  • Ensuring that all business is completed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  • Supporting the Financial Planners in research and analysis to meet the clients needs and objectives.
  • Lead the day-to-day management of a team of Paraplanners and Administrators by setting and achieving targets that exceed clients expectations.
  • Provide regular updates for the Directors including guidance on best practice and how processes can be improved.
  • Preparing client financial plans, suitability reports and high level technical client cases.
  • Contribute to an influence the Directors on the businesses future vision, strategy and key objectives.

If you are interested in the IFA Practice Manager role or would like more information please submit your CV or contact hannah@bondwilliams.co.uk.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Job Reference: BBBH11423

Job Start Date: ASAP

Job Type:

Job Location: ,

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Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

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