Financial Planning Office Manager

Recruiter
Reed
Location
Blandford Forum, UK
Salary
Competitive
Posted
15 Aug 2019
Closes
20 Aug 2019
Ref
1235877727
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a smaller scale boutique financial planners who have provided advice for over 20 year on Investment, Retirement, Inheritance Tax & Estate Planning and pride themselves on their long lasting valued relationships with clients throughout Dorset, Hampshire and Wiltshire. Due to a recent acquisition and future plans a need has arisen for a Office Manager to join the Advisory practice to ensure a day to day smooth, efficient process throughout the office and service to clients.

The ideal candidate will have worked will have worked within a Financial Services Administrative position, ideally with Office Management duties. You will be dynamic and self-motivated, with a keen interest in the Financial Planning Industry.

In return a salary off up to £30,000 will be offered, with flexible working hours, parking onsite, study support and the opportunity to train as a Paraplanner for the right individual.

As the Office Manager you will...

Run the office day to day, maintenance needs, office supplies and ensuring HR processes.

Ensure back the office system is kept up to date.

Provide an efficient financial planning administration service to the Director/ Financial Planner.

Assist with client, adviser and provider queries.

Answering the telephone in a polite and timely manner.

Online banking/ invoicing where required.

Book any travel/ diary management for the Director/ Financial Planner.

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