Reed Financial services are recruiting for a growing and ambitious regional IFA firm based in Cheltenham. Our Client offers a competitive salary and employee benefits, a wonderful working environment and the opportunity to play an integral part of the success of the business.
To apply for the role you will have strong experience of supporting an IFA Team as well as managing / supervising others. In this role you will be responsible for the day to day oversight and management of the administration team, as well as holding regular 1:1 meetings with individuals.
Reporting into the Managing Director;
Overseeing and processing of new business Proactive ongoing client management Responsible for the day to day oversight and management of the administration team To act as first point of contact for queries, manage workloads within the team and identify training needs and areas for continuous improvement To hold regular one to one meetings with individuals
Our Client ...
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