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Job Details

Office Manager & Paraplanner - Part time

£29,000 - £39,000 , Permanent

Posted: 17 hours ago

Description:

Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?

Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.

You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.

Duties for this role will include:

  • Letter of authority issue and chasing
  • Chasing financial information from clients
  • Provide outstanding customer service to meet expectations of clients, and colleagues.
  • Timely and accurate processing of all client documents and returned queries to ensure that client's needs are met.
  • Producing suitability reports for advisers
  • General administrative work and running the office

You:

  • This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style
  • Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop
  • Experience of working in pensions and investments administration
  • You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

The role is offered on a part time basis, how these hours are structure can be flexible.

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Job Details

2741960401
Part Time
Stourbridge, West Midlands, United Kingdom
Permanent
£29,000 - £39,000