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    Financial Services Manager - Lincoln, United Kingdom - McCarthy Adams Recruitment

    McCarthy Adams Recruitment
    McCarthy Adams Recruitment Lincoln, United Kingdom

    1 month ago

    Default job background
    Full time
    Description
    Financial Services ManagerSalary £35,000 to £45,000Lincoln, Full Time, PermAn excellent opportunity to join a well-respected financial services business. Our client is looking for a Financial Services Manager to join their dynamic team. You will be responsible for the successful day to day running of the wealth management team.

    Duties of the Financial Services Manager will include:

    Management of the wealth management team, providing high level technical, training and administrative support to the advisersDealing effectively and liaising with clients and third parties with responsibility for the more complex queries.

    Responsibility for overseeing the regulatory requirements and ensuring files are complete including identification and application formsOverseeing and updating all financial promotionsTracking ongoing advice meeting and provision of management information through the CRM.


    Requirements for the Financial Services Manager:
    Previous experience working as a senior manager within a financial and wealth management organisation.
    Previous experience of managing of managing workflow, systems and procedures within financial services.
    Technical knowledge of financial services products, regulation and legislation.

    Experience of managing client accounts, relationships and CRM systemsExcellent client and staff communication skillsEffective use of Microsoft Office (Outlook, Word, PowerPoint and Excel)Strong attention to detailAbility to manage and prioritise deadlines and tasksProfessional and confident approach to clients, maintaining confidentiality at all times.


    #financialservicesjobs #wealthmanagementjobs #financialservicesjobslincoln
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