Job Description

• You will monitor workflow and manage your team’s performance ensuring that work is completed to an excellent standard, compliantly and within the required timescales.
• By conducting regular 121s and appraisals, you will identify and manage ongoing training needs of your team, ensuring they are happy and getting the most out of their role, as well as being productive.
• You will also act as technical referral point, handling any complex queries and issues that arise.
• Using the knowledge and skills gained throughout your career to date, you will identify and implement improvements and efficiencies to benefit your team, the business as a whole and ultimately, clients.

Required Knowledge, Skills, and Abilities

To be considered for this role, you will have experience in a similar senior role within a financial planning practice. You will have undertaken a managerial post in the recent past overseeing the workload of administrators, with ideally knowledge of pensions and investment processing yourself. Experience of Intelligent Office/ Intelliflo is desirable as well as knowledge of and an ability to navigate various provider platforms.