Office Manager (Financial Planning)

Recruiter
CF30 Consulting
Location
Cheadle
Salary
£40,000 - £49,999
Posted
17 Apr 2019
Closes
17 Apr 2019
Ref
1113145901
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our client is a leading Cheadle based financial planning firm who hold strategic partner status with the Intrinsic network. They are currently seeking an experienced Financial Planning Office Manager / Senior Technical Administrator to join their growing and busy team;

Our client is a respected firm that provides unbiased advice to both individual and corporate clients. They have a highly qualified and experienced team who provide our clients with a dedicated and professional service.

Required Skills/ experience-
  • A working knowledge of DB and DC pensions
  • Familiar with FE analytics / protection quotes systems
  • The ability to produce IHT / CHT / CF calculations
  • Is able to write reports if required, but would be infrequent, so some previous paraplanning experience useful

Job description

- Managing Team and their work load

- Interviewing and training of new staff member

- Online training & development on the systems used

- Reviewing our processes and creating better methods

- Assisting staff & guiding them through the processes & procedures

- Co-ordinating & processing the client cases - Setting up of SIPP, ISA, General Investment, Pension transfer DB & DC, Personal and Business Life Cover, Auto Enrolment etc.) in a complaint manner

- Checking advisor's suitability reports to ensure they are compliant and the advice give is maintains good practice

- Diary management & setting up of reviews

- Pulling various commission / invoice reports and keeping an eye on all incoming commission

If you have the required experience and are looking to further your career with a firm that can provide further technical training and support you through further industry qualifications please apply today.

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