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IFA Office Manager

Job Title: IFA Office Manager
Contract Type: Permanent
Location: Bournemouth, Dorset
Industry:
Salary: £28000 - £32000 per annum + Benefits
Reference: 10398/001_1517416258
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: January 31, 2018 16:30

Job Description

Office Manager/Administrator

To assist with daily administration to ensure the smooth and efficient running of the business.

General administration to include:

*Greeting visitors and dealing with incoming telephone calls and emails

*Communicating and liaising with staff, professional contacts and clients

*Preparation and processing of all aspects of new business through to completion

*Dealing with all existing business

*Actioning investment fund switches and rebalances across various investment platforms

*Monitoring and maintaining client cash positions

*Preparation and despatch of valuation statements

*General record keeping, filing and document management

*Managing client diary tasks

This list is not exhaustive and there may be additional duties to perform

Skills and attributes required:

*Good working knowledge of Standard Life WRAP and Intelligent Office (preferred but not essential)

*Good financial services related product knowledge

*Committed, organised, able to prioritise, takes responsibility for own work and completes all tasks punctually and in a timely manner.

*Excellent communication skills - both oral and written together with excellent accuracy, numeracy and attention to detail

*Proficient in Microsoft Office, able to type and key data swiftly and accurately

*Experience of writing Suitability Letters is not essential but would be helpful

*Able to work on own and also as part of a team

*Able to identify where improvements to systems and practices can be made and adapt to change

*Essential to all of the above is 'great attention to detail'