IDEX Consulting Ltd
Bristol, UK
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...
