Office Manager

  • Job Reference: 869
  • Date Posted: 14 July 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Knutsford, Cheshire
  • Salary: £35,000 to £40,000
  • Sector: Administration, Client Services, Compliance, Other Financial Services Jobs
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Our client is a well-established and successful Cheshire based, whole of market financial planning practice, they provide a unique and modern approach to financial planning for high-net-worth individuals.

Our client was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.

Candidates will report to the Compliance and Operations Manager and be responsible for themselves whilst managing the business support team. The team consist of four administrators and one apprentice.

The candidate will be responsible for overseeing the teams processing of new business, proactive ongoing client management, servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers as well as undertaking these actives themselves. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.

 

Key responsibilities and accountabilities:

  • Responsible for administration within the IFA Client Services Support Team and providing support to Client Services Support Staff and Paraplanners within the team.
  • Receiving and acting on instructions from advisers ad paraplanners following client meetings.
  • Supports the Compliance and Operations Manager with managing workflows within the business support function.
  • Provides encouragement to team members, including communicating team goals and identifying areas for new training or skill checks
  • Answers team member questions, helps with team member problems, and oversees team member work for quality and compliance
  • Maintaining actuate records using our internal back office system.
  • Creating and producing letters, reports and invoices.
  • Ensuring they and team members carry out all tasks in consistent manner including processing new business in line with compliance procedures keeping an accurate record of all checks.
  • Obtaining illustrations and product information from providers
  • Liaising with clients and product providers on outstanding documents and queries.
  • Preparation of existing client valuations / files ready for reviews.
  • Process of new business.
  • Ensuring all client files are compliant on an ongoing basis 

    Relevant Skills and Experience

  • At least 3 years’ experience working in a Business Support role, for a financial planning organisation.
  • Experience of using computer based management systems including a full understanding of Wrap/Platforms.
  • Computer literate, conscientious and have a good attention to detail.
  • Excellent understanding of the financial planning process.
  • Excellent communication skills, both written and verbal
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.
  • Prioritise own work load, and work load of the Business Support team.
  • Ability to multi task and prioritise effectively and assist in ad-hoc projects when required.
  • An Excellent working knowledge of protection, pensions and investment products.
  • Proficient in using MS Excel, Outlook, Word and Intelligent office.

    Qualifications:

    • Ideally working towards level 4 Diploma qualified in financial planning
    • Good level of Investment and Pension knowledge.