Candidate Of The Week...
Candidate 4318
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Senior Financial Services Office Manager/PA

Date Added: 05/08/2021

Permanent Job

A superb opportunity for an experienced, self-motivated office manager/pa has become available for our financial services client located in Wakefield, who provide independent financial advice. The role is for a Senior office manager and also to be a P/A to three financial advisers within the business. You will have to have a flexible approach to working, with the key ability to guide other team members. With the role flexibility is key, you will be working mainly from home but may be required to work from an office one day per week. All office equipment's such as laptops printers etc will be provided by the client to enable working from home accessible


Sector: Personnel
Type: Permanent
Location: Remote working/Wakefield
Salary: 25000-30000

Key Responsibilities

• Maintaining, documenting and implementing new office processes as appropriate

• Creating and maintaining effective working relationships with clients, colleagues and management

• Creating, implementing and maintaining any templates broadly used across the department

• Working with the IFAs to identify new business opportunities within the existing client bank

• Liaising with the advisors throughout the advice process

• Providing portfolio and fund analysis reports to advisors prior to client meetings

• Dealing with platforms and product providers to obtain information about existing and potential investments

• Assisting the Paraplanners with suitability Report/Annual Review writing as well as putting together reports from other paraplanners.

• Preparation and completion of all forms and necessary paperwork to go with reports

• Attending monthly meetings

• Prioritizing workload effectively and allocating work to support staff to ensure efficient and smooth running of the business and the even distribution of work;

• Setting clear performance objectives and competency standards for staff and objectively appraising their performance against these each quarter;

• Attending courses when required and maintaining an adequate level of CPD to ensure compliance with FCA and professional body requirements and develop personal skills.

Key Skills and Experience

Personal Qualities

Working hours are

9-5 Monday to Friday

20 holidays per annum plus stats.

Closing Date

01/01/0001, 12:00


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Hannah Toon - Permanent Candidate

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