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Office Manager - IFA

Job Title: Office Manager - IFA
Contract Type: Permanent
Location: Bournemouth, Dorset
Industry:
Salary: £28000 - £30000 per annum
Reference: 10087/001_1490272640
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: March 23, 2017 12:37

Job Description

Our client is a well established boutique Wealth Manager based in Bournemouth

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

* Monitoring and maintaining client cash positions

* Preparation and despatch of six-monthly 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'