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The Company: A highly ambitious, family-feel IFA business who are looking to recruit an Office Manager into their Halifax site, to oversee a small team of adviser support staff at both admin and paraplanner level. The role will suit someone experienced within man-management, or indeed a Senior Financial Planning Administrator with aspirations to step into a team-lead type role.
- Office Location: Halifax
- Working Setup: Office based – Some flex for the right person as required
Package: £34-37k base DOE bonus and full company benefits
- 25 days holiday stats
- Full benefits package inclusive of an Auto enrolled pension, DIS and full training/financial support
The Role: Manage the administration function for the site on an operational level ensuring the provision of high-quality Administration Services to advisers. Further responsibilities include:
- Oversight of Client Services team development – including coaching, mentoring and training Client Financial Planning Administrators
- Assist with the maintaining and creating Client Services processes as required:
- Report and new business application production
- Online and manual new business submission
- Valuations
- LOA, encashments, client maintenance
- Liaise with the paraplanning team ensuring report upload production delivered
- Oversight of the distribution of the Client Service team workload
- Conduct quarterly and annual 1:1 and performance reviews for the Client Services team
- Identifying and addressing individual training and development needs
- Implementing disciplinary procedures for if required
- Oversee recruitment of team members
- Collating and reporting Client Services management information
The Person: You will hold private wealth advice focused wealth management experience and have managed/supervised staff prior. Do you:
- Hold 2+ years of industry experience in investments and pensions focused admin support; alongside system experience of Intelligent office and Dynamic Planner?
- Bring supervisory and/or team management experience from within an IFA and/or wealth management firm?
- Feel motivated by working in a smaller, family-feel type business setup where alongside the directors you are at the forefront of the business offering?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
