Job Information

Administration Manager Vacancy – Knutsford - £28,000 to £35,000

A Wealth Management Advisers in Knutsford are seeking a new Administration Manager.

Reporting to the Compliance and Operations Manager you will manage the business support team which currently includes 4 administrators and 1 apprentice. You will be responsible for administration within the Business Support Team, manage workflow and identify areas for improvement with regards to training and development of staff.

In addition, and as well as completing these tasks yourself you will oversee and provide coaching and support to the business support team who will be:

• ·        Processing new business
• ·        Providing proactive ongoing client management
• ·        Servicing existing business
• ·        Conducting platform based work
• ·        Producing illustrations
• ·        Liaising directly with clients and wrap/platform providers

All of which must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.

To be successful you will need experience of working within a Wealth Management or Financial Advisers as well as experience with Intelliflo (IO), various provider platforms and managing a small team.  

For more information contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk


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