Senior Investment Advice Team Manager

Artis Accounting & Finance
Bristol (City Centre)
10 Mar 2018
14 Mar 2018
Contract Type
Full Time
Our client, a large financial advisory firm are looking to add a team leader to their Investment Advice team assuming overall operational responsibility. This is a great opportunity to progress your career as you'll be working closely with senior stakeholders across the business.

Main duties include:

*Ensure optimal allocation of resource
*Review department performance to identify areas for improvement (and implement changes as required)
*Team training
*Report on performance to plan (actual vs projected)
*Ensure targets are met
*Actively identify opportunities to changes practice or process to improve service or efficiency
*Spot opportunities for business generation or retention and implement ideas
*Risk Management
*Review of complaint / dealing errors attributed to Investment advice teams (plus agree and implement actions)
*Quality Assurance of team activity
*Ensure adherence with CASS reporting requirements
*Coordination with Helpdesk Operations Manager re Business Continuity Planning
*Ensure all departmental policies and procedures are accurately captured and maintained
*Oversee ad hoc department projects
*Ultimate responsibility for the quality of the output of the department
*Reporting to senior management on team performance (including creation of action plans)

Experience required:

- Educated to degree level and have ideally completed relevant financial industry exams
- Strong knowledge of the investment market
- Experience managing multiple teams and client facing teams
- Strong forecasting, resource allocation and dispute resolution experience
- Project delivery experience

This is a fantastic opportunity with a great employer. Career progression and development is high on their agenda meaning the opportunity is great for a driven and passionate team manager.

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