IFA Office Manager
1 month ago
IFA Office Manager
Huddersfield
Salary £35,000 DOE
Our client are growing to be the leading Chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.
This role will suit someone who has previous office/operational management experience within the financial services profession.
Role Responsibilities:
- Ensure business process & policies are adhered throughout the office
- Reviewing procedures and complying with FCA
- Scheduling tasks and making sure office is running smoothly
- Involvement in operational plans for the business
- Oversee reception desk functionality
- Coaching and training to provide full support in the business
Skills:
- Accuracy
- Management level
- Excellent interpersonal skills
- Managing deadlines
- Problem solving and decision making
Qualifications
- Experience with administrative and clerical work Proficiency in Microsoft Office suite
- Strong communication skills
- Strong ability to multitask
- Friendly and upbeat demeanor
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