About this role
Our client is a successful and well established multi branch IFA firm and they are currently looking for a Manager to join the team
This role is managing a team of Financial Services Administrators and when necessary having the knowledge to be hands on in the team as well
The company are a multi branch set up and use Intelligent Office as their CRM system
The ideal candidate will have management experience but also know IO and have dealt with :
Fund SwitchesWithdrawalsNew businessISA top ups and use of multiple platform knowledge The management aspect will include coach and training of new staff
Recruitment
1-2-1's
expert knowledge to guide the team
We can command a base salary for the roel up to £50000 plus great benefits package
For more details call Jason at Astral