Employer: McCarthy Adams Recruitment Salary: £35,000 – £45,000 per annum Date Added: 10/03/2024
Financial Services Manager Salary £35,000 to £45,000 Lincoln, Full Time, Perm
An excellent opportunity to join a well-respected financial services business. Our client is looking for a Financial Services Manager to join their dynamic team. You will be responsible for the successful day to day running of the wealth management team.
Duties of the Financial Services Manager will include:
Management of the wealth management team, providing high level technical, training and administrative support to the advisers. Dealing effectively and liaising with clients and third parties with responsibility for the more complex queries. Responsibility for overseeing the regulatory requirements and ensuring files are complete including identification and application forms. Overseeing and updating all financial promotions. Tracking ongoing advice meeting and provision of management information through the CRM
Requirements for the Financial Services Manager:
Previous experience working as a senior manager within a financial and wealth management organisation. Previous experience of managing of managing workflow, systems and procedures within financial services. Technical knowledge of financial services products, regulation and legislation. Experience of managing client accounts, relationships and CRM systems Excellent client and staff communication skills Effective use of Microsoft Office (Outlook, Word, PowerPoint and Excel) Strong attention to detail Ability to manage and prioritise deadlines and tasks Professional and confident approach to clients, maintaining confidentiality at all times.
