Job Description
I am recruiting for a Financial Planning company that is currently seeking an dynamic and motiovated Office manager to oversea the day to day running of the office as well as managing the administration team. The office is a small office and you would be responsible for approx 5 staff members. This is a full time office based role Mon- Fri
This role will require someone who has previous experience working within a Financial Planning company /practice within a Senior IFA Administrative role who is seeking a development into Managing or someone who is working in a similar role now but must be within a Financial Planning or Financial Product provider capacity.
The responsibilities:
* Ensure the efficient day-to-day running of the Admin Team by coordinating, distributing and monitoring work flow
* Drive improvements in efficiency, turnaround times and quality of the admin team output by reviewing and developing procedures
* Processing personal and telephone requests for appointments, visits and telephone consultations and ensuring callers are directed to the appropriate Adviser and/or PAl.
* Opening up/locking up of Practice premises and maintaining security in accordance with the Practice protocols
* Working on financial planning admin duties / assisting with the more complexed work load.
* Ensure everyone in the team conducts themselves in an honest and responsible manner
* Mentor and assisting members of the team, identifying training requirements and arranging training where necessary
* Liaise with other departments in the company to ensure compliance with procedures and time frames and resolve issues between the teams
* To be involved in technical discussions and provide support to others in the office including advisers
* Managing the recruitment, induction and training of new team members
* Co-ordinate and manage any internal team problems and disciplinary matters in association with HR.
Requirements:
* For this role we must have someone who has worked in financial planning or within a products provider. We are unable to consider anyone without industry experience.
* Having administrative experience working with either Pensions, Investments or Mortgages is essential
* Having experience with Intelligent office / Adviser office or intelliflo is advantageous
* You need to be well presented
* You will have outstanding communication skills, verbally and written
* You will be able to deal with any issues calmly and professionally
* Motivated and positive