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threesixty selection
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Preston, Lancashire
IFA Office Manager
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Job Type: Full-time |
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Salary: £26,000 per annum |
Overview
Description Office Manager - Financial Planning - Preston (J1137) The team currently consists of four advisers, six paraplanners and an administrative team. We are looking for a new Office Manager to join this busy finanncial planning team, offering support to the advisers and overseeing the Paraplanners and admin team. Responsibilities Manage and oversee the Key Account meeting preparations to ensure the Consultants have the client meeting packs, along with the supporting documents, in good-time of each meeting. Oversee the paraplanning team workload to ensure deadlines and priorities are met. Supervise the administration team workload to ensure deadlines and priorities are met. Undertake the initial and ongoing training of administrators to ensure they are competent in their roles. Ensure new business is being processed correctly and all follow up procedures are completed accordingly to minimise any errors occurring. To check the work drafted and processed by the administration team meets company standards. Create and maintain filing systems & client files. Update and maintain the firm’s records / registers, as required. Update and maintain the firm’s task managements system. Prepare the team diaries to ensure all deadlines are met and continue to be planning ahead for forthcoming meetings and business requirements. Qualifications Financial planning qualifications an advantage (CII) Experience IFA Office/Management/Supervisory experience is essential Job Benefits Company pension scheme 21 days holiday bank hols Christmas closure Competitive salary based on experience - up to £35,000