IFA Office Manager

1 week ago

NewcastleunderLyme, United Kingdom IDEX Consulting Full time

Job description My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme.The successful candidate will support the operations team and Directors to ensure the smooth day to day running of the business, acting as key point of contact for escalated issues and support with their resolution.They will be responsible for managing a team of IFA support staff effectively, and ensuring all processes and procedures are adhered to, fostering accountability and operational excellence.Key responsibilitiesHandling escalated client experience issues and liaising with directors as appropriate for resolutionEnsure that all client requests and related tasks are dealt with professionally and effectively, delivering a positive experience for clientsWorking in partnership with HR to instil a culture and discipline of performance management, setting clear performance objectives, where team members are regularly encouraged and appraised on their performance, highlighting, and celebrating excellence, identifying strengths and addressing under performanceAct as escalation point for all staff and assist managers to help them identify issuesAwareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the businessEnsuring all back-office systems and procedures are kept up to date and that staff are using systems effectivelyManagement of staff workloads and task management day to dayDelivering training on processes and procedures for internal data managementManagement of office facilitiesWorking with the Directors, ensuring regular communications are maintained with internal and external stakeholders including the management of logistics for theseLine Managing support staff Candidates need to have experience of office management or senior ifa administration experience from within an independent financial advice business.Experience dealing with third party providersProven experience within Financial ServicesLine Manager experienceConfidential, reliable, and trustworthyAbility to influence, persuade and build good relationships with people at all levels of the businessSelf-motivation, resilience and a clear focus on attention to detail and high-quality outputAbility to work collaboratively with the first line manager colleagues and build strong relationships and networksExcellent organisational skills and able to adapt to changing priorities with strong time management skills and positive outlookUnderstanding and knowledge of Compliance requirements and FCA guidelines The company offers a comprehensive benefits package with an attractive salary up to £45k.

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