Office Manager

1 month ago

Edinburgh, United Kingdom Construction & Property Recruitment Ltd Full time

Exciting opportunity for an experienced Office Manager/ Head of Back office Support to join one of Scotland’s leading Wealth and Assist Management Firms based in Edinburgh.

C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm.

As Head of Support, reporting to the Company Directors, you will have responsibility for many areas within the business:

- Overall day to day management of the business.
- Management of the support structure (which includes 1 paraplanners & 8 support team members)
- Provide support to company Directors.
- Responsibility for all company events alongside other team members
- Point of contact for all office IT requirements.
- Responsibility for the recruitment.
- Development of Staff Appraisals structure and Management ongoing
- Responsibility for the support structure and managing staff workloads

As part of the management of the support team, you will drive and deliver an effective and value-added service, supporting the Senior Leadership team across the business.

**Other Responsibilities**
- Sending letter of authorities
- Preparing Annual Reviews
- Preparing Illustrations
- Obtaining Valuations and Plan Information online/by phoning providers
- Preparing Compliance Files
- Dealing with day-to-day client requests
- Handling Applications for new business
- Add new plans and fees to Xplan
- Updating client fact find information on Xplan
- Other general admin tasks

**Skills & Competencies**
- Excellent Written & Verbal Communication
- Have a proactive mind-set and be enthusiastic to take on new challenges.
- Displays confidence and credibility when dealing with colleagues and customers
- Excellent planning and organisation skills, to manage competing priorities
- Gives and receives effective feedback
- Excellent Customer Focus
- Treats customers as they would like to be treated
- Plans and Manages activities and workflows to meet changing demands and priorities
- Considers implications of own actions on cross functional processes
- Excellent team working
- Works with colleagues in all departments to foster team co-operation and development
- Shows respect for all colleagues
- Someone who works well in a team and encourages collaboration across departments.

Construction and Property Recruitment Ltd is a recruitment business which provides work-finding services to its clients and work-seekers. The Company must process personal data (including sensitive personal data) so that it can provide these services - indoing so, the Company acts as a data controller, for more information on how we store, and process personal data please visit our website and view our Privacy Policy"

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