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Advice Practice Manager

RECRUITMENTiQ
Job LocationLinlithgow
EducationNot Mentioned
Salary33,912 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

RECRUITMENTiQ is working in partnership with a Financial Adviser based in Linlithgow.A brand new and exciting full-time role has arisen in our Advice Team where you will be part of a team making financial recommendations to clients in line with regulatory requirements, whilst providing an excellent level of service throughout the process.Your focus as an Advice Practice Manager will be to manage the paraplanning and administration area of the team, whilst working with the advisers to ensure deadlines and advice standards are adhered to.Key Responsibilities

  • Manage the advice team administrators and paraplanners, ensuring that cases are conducted within timescales
  • Conduct performance management for paraplanners and administrators
  • Manage the allocation of cases between advisers and paraplanners, including outsourced paraplanning services, where appropriate.
  • Liaise with Compliance to ensure all advice documentation is current and in line with regulatory and business requirements.
  • Produce regular updates (MI) for the Head of Advice to ensure that any issues/concerns are highlighted in time to allow for contingency plans to be put into place.
  • Ensure cases are keyed accurately, where appropriate, and in line with company processes. This will include often large amounts of monies, so accuracy is essential.
  • Carry out checks on completion of cases to ensure accuracy and completeness of advice file and arrange for any necessary follow-up action to be completed.
  • Ensure payments of fees are received, where appropriate from providers/direct from clients.
  • Assist the team with answering general queries from staff, Partners, and clients by telephone, post, and emails.
Skills and Experience
  • Excellent communication skills, both written and oral.
  • Good management skills and the ability to multitask and change priorities to achieve goals.
  • A comprehensive understanding of Microsoft office is essential, particularly Excel.
  • Standard Grade EnglishCredit Level is desired.
  • Previous experienceminimum of one year in a similar role.
Benefits
  • Free parking
  • Free onsite gym
  • Life insurance
  • Birthday holiday
  • The company enhanced sick pay
  • The company enhanced maternity & paternity pay
The role requires someone with good communication and problem-solving skills. The ideal candidate will be professional, with exceptional organisation and time-management skills. A hard-working extra-mile attitude, be self-motivated, with a natural abilityto set priorities, meet deadlines and see things through.We can offer you the opportunity to be part of a strong and talented team, taking part in rewarding work, with supported learning and development, along with an excellent work-life balance.If this position is of interest, please apply by sending a CV and cover letter for further consideration.

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