Adviser Support Manager

3 weeks ago


Exeter, Devon, United Kingdom IDEX Consulting Full time
Key Responsibilities
  • Collaborate Across Departments: Work closely with advisory, project, and external teams to maintain efficient service delivery and operational excellence.
  • Facilitate Adviser Onboarding and Access Management: Support onboarding and manage access permissions, ensuring new advisers have the right tools and systems access to hit the ground running.
  • Strengthen Data Integrity and Compliance: Monitor data quality and support risk mitigation efforts to maintain compliance and minimize regulatory risks.

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