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NJR are currently working with a well established firm of financial planners based in Leeds, who now have an excellent opportunity for a highly professional Office Manager to join their ambitious, forward thinking and friendly office.
To join as a key part of this team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will relish getting things organised and getting the job done, have a 'hands-on' approach and be capable of independently completing required functions, whilst also liaising effectively with other team members, clients and third parties.
Daily duties will consist of:
Supporting the Directors with all aspects of running a successful business across two sites
Overseeing training, performance and development of the Administration and Paraplanning teams
Overseeing continual improvement of the practice and supporting the implementation of new processes
Overseeing and facilitating effective workflow throughout the business including all report writing, compliance and client contact
Ad hoc duties where required
What's in it for you?
Excellent salary depending on experience
Ongoing development
Life Insurance
25 Days holiday + Bank Holidays
Bonus structure
Pension
Perkbox
Monthly Well Being bonus
Private Medical Insurance
Company pension
The successful candidate will need to have previous experience working as a office Manager within a financial planning environment with knowledge of investment and pension products, as well as general IFA Administrative and Paraplanning duties. Those with the Level 4 Diploma will be of most interest. You will have excellent Microsoft and Excel skills and solid communication and interpersonal skills. As this role is based across two sites, it is also essential to have access to your own transport
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR14424
