Job Information

An Independent Financial Advisers in Harrogate is looking for an Office Manager to manage, lead and develop a smaller support team and provide ongoing support to their Advisers.



• Salary - £30,000-£35,000
• 25 Days Holiday + Bank Holidays + Birthday (If on a weekday)
• Private Medical Insurance
• 4x Death in Service
• Monday to Friday 9am-5pm, 1 hour lunch
• Excellent public transport links



When successful you will be expected to;

• Managing staff; • • Holidays, sickness and appraisals
• • Initial and ongoing training and support, and staff development
• • Monitor the support teams performance and KPIs
• • Implement new processes and procedures



• Provide full administration support to the Director and Financial Advisers; • • Manage workflow
• • Reconcile fees and commissions
• • Provide review and valuation documentation
• • Process new and ongoing business


• Manage new and ongoing projects
• Facilities management



To be successful you will need;

• To have worked within a Financial Advisers previously in a similar role



If you would like to know more, please search ‘Cameron James Professional Recruitment`, call and ask for Richard.



Or apply now.