Job Information

Office Manager / Financial Adviser Support Team Manager. Birmingham. Salary £30,000 to £35,000.

An Independent Financial Advisers in Birmingham is seeking a new Office Manager. You will provide leadership and management skills to the team across two sites to enable the practice(s) to meet their agreed aims and objectives within a profitable, efficient, safe and effective working environment.

Job Responsibilities

• ·        Contribute ideas and suggestions within strategic management and planning meetings based on your assessment of the Practices processes, procedures and staffing, and implement and facilitate change where necessary
• ·        Management of the team, T&C’s, recruitment, disciplinary and maintain up-to-date HR documentation, including job descriptions, employment contracts and employment policies, effective systems for the resolution of disputes and grievances
• ·        Maintaining accurate adviser competency files, CPD and file check records and completing annual audits and ensure that the firm
• ·        Maintain correct records in relation to SM&CR
• ·        Ensure that the practice complies with FCA contractual obligations in relation to customer care and TCF standards
• ·        Maintain and develop practice protocols and procedures
• ·        Manage the Adviser support team, conduct performance review meetings, ensure development plans are in place and ensure the work being completed is to a high standard and within agreed timeframes monitoring against SLAs
• ·        Complete payroll and adviser invoices, and adviser commission reconciliations

To be considered for this position you will need to have worked in a similar Office, Practice or Support Team Manager role within an Independent Financial Advisers.  

Please Call/Text/Whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.