Office Manager - Wealth Management

Overview:
A well-established wealth management firm based in Hailsham, requires an experienced financial services professional to act as the office manager, supervising a team of administration staff, as well as working closely with the business owner, acting as the first point of contact to existing clients, dealing with general enquiries, and ensuring the smooth running of the IFA firm.

Main Duties:
A rare opportunity for an experienced financial services professional to join a very well established financial advisory firm based in Hailsham as an office manager, ensuring the smooth running of the company in the absence of the business owner, as well as assisting the existing clients with general enquiries.

Our chartered clients has been offering financial advice to new and existing clients for over 25 years, and has built a reputation for excellence, they are now looking to recruit an experienced financial services experienced office manager, to supervise the administration staff including pension and investment paraplanners, as well as mortgage paraplanners.

As well as ensuring the smooth running of the team, you will also act as the main point of contact to the existing client base, dealing with an y general enquiries and ensuring that they receive a first-class customer service.

Working core office hours, you will ensure that your team, deal with all clients new and existing business in a timely and regulated manner.

Using your financial services knowledge including protection, pensions, investments and mortgages, you will ensure the smooth running of the company in the absence of the business owner.

Key Skills:
Applications will only be considered from experienced financial services professionals, who have gained experience dealing with protection, pensions, investments and mortgages.

Ideally the level 4 diploma will have been attained, however, applications will be considered from individuals who have an excellent working knowledge of financial services and who are working towards the exams.

As well as the relevant financial services experience, you must have the confidence to be able to run the business on behalf of the director in his absence, as well as ensuring the smooth running of the back-office support.

Summary:

A rare opportunity for an experienced financial services professional who has gained a good working knowledge in dealing with protection, pensions, investments as well as mortgages, to work as a financial services office manager, ensuring the smooth running of the administrative team, as well as acting as the first point of contact to the existing clients, answering any general enquiries.