Job Information

Our clients are a team of expert independent financial advisers provide specialist advice on investments, pensions, mortgages and financial planning.

The require an experienced Office Manager.

Main tasks and duties

Relevant skills and knowledge

•                     Detailed knowledge and understanding of the firm’s compliance procedures including record keeping requirements

•                     Dealing with clients in a compliant manner as detailed within the firm’s compliance manual and procedures.

General responsibilities

•                     Use a range of software, including e-mail, spreadsheets and databases to ensure the efficient running of the Administration team.

•                     Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times

Specific responsibilities

Organising and Task Management

•                     Co-ordinate team members activities to ensure maximum efficiency.

•                     Ensure efficient work flow management by forging strong relationships with key stakeholders within firm.

•                     Provide KPI’s to the Management Team and Partners as to workloads and output.

•                     Provide operational reports to the Management Team and Partners and deliver presentations as and when required.

•                     Manage and record all holiday/leave requests for the firm.

•                     Ensure resources are available to cover holiday periods to enable continued successful task performance within the Administration team.

•               Oversee the recruitment of new team members in Administration including their orientation, induction and initial training.

•                     Organise and chair meetings for Administration team members.

Team Member Performance & Development

•                     Set clear goals and objectives to Administration team members.

•                     Evaluate and manage team member performance by way of regular 1 to 1’s.

•                     Coach, mentor and discipline team members.

Other

•                     Monitor and maintain office supplies inventory.

•                     Attain and maintain level of competence as required by the firm.

•                     Maintain all standards of performance as required by the firm.

•                     Ensure relevant CPD is maintained and recorded accurately.

•                     Support the Administration Team by undertaking tasks to cover peaks when required by Line Management.
IFA experience would be an advantage