Job Description
I'm recruiting for a national wealth management firm, who are looking for a Desk Based Advice Manager to join their team in Bristol.This role will see you being responsible for the telephone based team that provide desk based advice and support to private and corporate clients.Responsibilities:
- To lead and develop members of the team.
- Take responsibility for the achievement of sales and service standards
- To provide operational input and expertise into complex matters or projects as required
- Provide support to the Chief Commercial Officer, the Heads of Channel, other Senior Management, and the wider management team as required.
- Coach, develop and lead the individual members
- Perform One to Ones and annual reviews
- Check the work of team members and providing suitable feedback including call monitoring as appropriate.
- Provide both advice and guidance direct to members .
- Outbound telephone activity to existing and potential new clients
For you to be a successful candidate:
- Level 4 Qualified
- Line Management experience of advisory teams
- Knowledge of the financial planning market including products and services.
- Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.
- Experience in an IFA/Wealth Management environment.
If you would like further information please apply and we will be in touch. If this is of interest and you feel you meet the specified criteria, please reach out in confidence to
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
