Our client, is a leading national advice and wealth management business, delivering holistic advice with market-leading solutions.
They deliver a truly exceptional service through high-quality advice, all backed by the most efficient administration and technologies available.
The business is going from strength to strength, with rapid acquisitional growth and expansion with Private Equity backing.
They are a notable brand, award winning and regularly in the financial planning press, there has never been a better time to join this highly modern and forward thinking business.
Excitingly, a newly created position, Advice Operations Team Leader is now available to oversee the day to day operations of various offices.
The Advice Operations Team Leader will play a critical role within the Advice Operations function, leading a team of Financial Planning and Client Relationship Executive Assistants.
You will be required to execute excellent performance and production management qualities, ensuring good diligence, a strong ability to multi-task, delegate effectively and prioritise workload.
The primary objective is to provide outstanding service to Financial Planners across the group while ensuring adherence to relevant regulations and policies.
Role and responsibilities
* Serve as a first-line leader in the Advice Operations function, ensuring outstanding service delivery to clients and Financial Planners in line with policies and regulations
* Ensur...