We’re NFP, an Aon Company, and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to support our dynamic financial planning team of advisors and client relationship managers.
About the role
We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team.
Overview of duties
1. Administrative Support:
Manage and coordinate schedules, meetings, and appointments for advisors and client relationship managers.
Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests.
Act as the primary point of contact for administrative inquiries and support needs.
2. Client Relationship Support:
Assist in preparing materials for client meetings, such as reports, presentations, and follow-up documentation.
Handle incoming client inquiries with professionalism, routing them to the appropriate team member as needed.
Coordinate and track client communications to maintain high service standards.
3. Team Coordination:
Organise team meetings, events, and training sessions to enhance collaboration and professional development.
Maintain and update team records, including performance metrics and compliance documentation.
4. Financial and Reporting Duties:
Manage budgets, and process invoices for approval.
Support the preparation of operational and client-related reports as needed.
Person specification
1. Knowledge, skills and abilities:
Strong organisational and multitasking skills, with attention to detail.
Excellent interpersonal and communication abilities.
Proficiency in office software (e.g., Microsoft Office Suite, CRM systems).
Knowledge of financial industry regulations and client confidentiality standards is a plus.
Problem-solving mindset and ability to work independently under minimal supervision.
2. Education and/or Experience:
At least 3 years of experience in office management, preferably in the financial or wealth management industry.
Experience with Dynamic Planner and Intelligent Office or Curo systems.
Relevant Financial Services qualifications.
Key information:
1. Location: Bromsgrove, hybrid
2. Hours: Monday – Friday, 35 Hours
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.
What you’ll love about us
We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office.
We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development.
Attractions - NFP
We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working. Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how.
We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets. We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work.
Our diversity and inclusion initiatives and charity work form a large part of this. NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business.
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