Purpose of the role:
To act as a Client Director for clients as well as to manage, supervise and develop an Administration team to ensure the provision of a professional and first-class service to clients.
Responsibilities:
- Oversight of the workflow of the team
- Oversight of incoming and outgoing mail for the team
- Responsibility for a portfolio of clients (including complex and crown jewel clients)
- Act as a ‘A’ Authorised Signatory
- Support the Directors in developing new business
- Liaise with new clients, business introducers and intermediaries
- Ensure all clients are invoiced correctly
- Monitor RU and report on recoverability and profitability
- Involvement in writing the annual business plan and responsibility for reviewing, monitoring and reporting on it
Skills required:
- Table 4 qualification
- Sound academic background
- Minimum of 8 years’ relevant industry experience
- Comprehensive and detailed understanding and knowledge of the local finance industry legislation and regulatory requirements