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0191 486 2684 hello@robinsonfinancial.co.uk

Robinson Financial Careers

Head of Adviser Support

Newcastle Upon Tyne / London


Salary: £Competitive

Job Type: Permanent / Full Time

Job Description

The successful candidate will be responsible for managing a national team of paraplanners and administrators spread across multiple locations.

Responsibilities

  • Manage an end to end process in line with our advice process and standards.
  • Oversee management of all offices.
  • Deliver a service in line with agreed SLA’s.
  • Manage and prioritise workloads.
  • Maintain the team’s policies and procedures, reviewing the content regularly in conjunction with Compliance and embedding all changes as required.
  • Manage team productivity and performance.
  • Support the development of all team members.
  • Provide clear and effective reporting.
  • Monitor and report on risks and controls as appropriate.

Knowledge and Experience

  • First class technical expertise in a range of different areas of advice.
  • Level 4 qualified. (Ideally Level 6 qualified).
  • Detailed knowledge of providing regulated advice.
  • Experience of managing a large team.

Person Specification

  • An individual who is a self-starter and has a proven track record in similar role.
  • The ability to deliver and contribute to a business plan.
  • A good understanding of how an IFA business makes a profit and can articulate the component parts of this.
  • Can demonstrate good change management skills.
  • Has gravitas and can empower people to make decisions.
  • Strong written, oral, and digital communication skills.
  • Analytical and problem-solving capabilities.
  • Ideally would have worked successfully in a corporate environment previously.

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