Wealth Admin Manager

Red Rock Partnership
Newcastle Upon Tyne, UK
14 Aug 2019
13 Sep 2019
Contract Type
Full Time
Redrock Partnership are thrilled to working on a brand new role for a Wealth Admin Manager for a newly formed team based in central Newcastle within a national finance company.

The ideal candidate will have:

Experience of managing a Customer Service Team and utilising the tools available to monitor progress of set SLA's

Exceptional communication and interpersonal skills as the first point of contact for Investment Managers /Financial Planner's across the group.

Key Responsibilities

·Ensure personal and team member understanding and adherence to Risk and Control, Policy Frameworks specific to the role in Business Support

·Ensure procedures are adhered to and worked from to ensure a high level of accuracy and delivery of service in a timely manner and to relevant SLAs or Business Support standards

·Identify and be able to demonstrate the use of appropriate delegation within your team

·Take responsibility for ensuring the appropriate level of escalation and successful resolution of risks and issues.

·Embed and drive a culture of Continuous Improvement within your team

·Promote a culture of excellent client service, delivering against expectations and keeping all stakeholders updated

·Formally review and sign off departmental procedures in line with regulatory and audit requirements

·Proactively manage all change initiatives ensuring timely delivery of allocated responsibilities

·Set a clear direction and purpose for your Team aligned with Company goals

·Ensure your Team have regular meaningful Performance Reviews, supported by the correct documentation

·Help your team develop, both individually and collectively, through meaningful development conversations, coaching and feedback

·Attend all relevant forums and committees as appropriate for role

·Take responsibility for team meetings ensuring appropriate structure and output

·Ensure your team adheres to all Company Policies and Regulatory Codes of Conduct, ensuring relevant standards and consequence management are applied as appropriate

·Ensure that each member of your team is treated fairly and in accordance with guidelines when making decisions on reward, training and competence, performance management, training needs and promotion

Person Specification

·NVQ Level 3 in Team Leader or equivalent management qualification is desirable

·Good standard of education in GCSEs or equivalent (must include passes in Maths and English)

·Higher level qualifications such as A Levels or Degree (or equivalents) are desirable

·IOC Merit qualification, is required / to be obtained within 12 months in role

Skills & Experience

·Experience within a people management role

·Experience within the Financial Sector is preferred

·Adaptable to change and ability to lead others through change

·Proven ability to work independently and as part of a team

·Excellent communication skills and ability to adapt style and message to suit audience

·Effective problem solving skills

·Understanding of the Financial Services sector is desirable

·Positive, can-do attitude

·Excellent time management to deliver effective planning and organisation

·Ability to coach and develop others

·Experience of supporting internal and external stakeholder relationships

The information that you provide on this form and on any CV given will be used by Red Rock Partnership to provide you work finding services. In providing this service to you, you consent to your personal data being included on a computerised database and consent to us transferring your personal details to our clients.

We may check the information collected, with third parties or with other information held by us.

We may also use or pass to certain third parties information to prevent or detect crime, to protect public funds, or in other way permitted or required by law.

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