IFA Office Manager

1 week ago

Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Full time £25,000 - £40,000 per year
Job Description

My client is an Independant Financial Planning firm based in the Harrogate area. Offering cboth individuals and businesses advice on various Investment types and general Financial Planning Advice.

We are urgently seeking an Office Manager for the firm,who will be responsible for day to day management of the Administrative team and also contribute to implementation of new processes and procedures. Specifically you'll be responsible for ensuring client files are updated in a timely manner, responsible for the production of client facing reports in line with current regulations, looking after the Administration process on an ongoing basis, maintain TCF and compliance checking file systems, processing new business, responsible for the creation and implementation of research for all asset and product types and taking ownership of ad hoc Office projects.

We are seeking someone who has strong staff management experience ideally from within an Independent Financial Advisory firm with a number of years experience. You will have strong experience of dealing with allocation of duties, supervision of staff, staff appraisals, monitoring and recruitment for Administrative teams. You'll be educated to a decent level with a minimum of good GCSE or A Level grades, ideally to Degree level, coupled with excellent communication and organisational skills. 

Any detailed technical product knowledge you have across Investments / ISA / Pensions / Bonds and / or any knowledge of processes and procedures within Administration / Paraplanning will be to your advantage. As will any additional qualifications you have towards a Diploma in Financial Advice (although this is not specifically needed).

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