London Jobs |
Manchester Jobs |
Liverpool Jobs |
Nottingham Jobs |
Birmingham Jobs |
Cambridge Jobs |
Glasgow Jobs |
Bristol Jobs |
Wales Jobs |
London Jobs |
Manchester Jobs |
Liverpool Jobs |
Nottingham Jobs |
Birmingham Jobs |
Cambridge Jobs |
Glasgow Jobs |
Bristol Jobs |
Wales Jobs |
Oil & Gas Jobs |
Banking Jobs |
Construction Jobs |
Top Management Jobs |
IT - Software Jobs |
Medical Healthcare Jobs |
Purchase / Logistics Jobs |
Sales |
Ajax Jobs |
Designing Jobs |
ASP .NET Jobs |
Java Jobs |
MySQL Jobs |
Sap hr Jobs |
Software Testing Jobs |
Html Jobs |
Job Location | Haywards Heath |
Education | Not Mentioned |
Salary | £35,000 - £47,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
I am recruiting for a client that is currently seeking a Administration manager to manage a small team and oversea the everyday office function as well as carry out the Senior Financial Planning administration work including working on some of the more Complexcases.This role is based within the financial planning sector giving advice on whole of market products, such as Pensions, Investments and Inheritance Tax.The duties:Oversee and manage the daily operations of the Financial Planning Administrators which is a small team.Develop and implement administrative policies and procedures to improve efficiency and productivityCoordinate and supervise administrative staff, including assigning tasks and monitoring performanceEnsure compliance with company policies and regulationsHandle sensitive and confidential information with discretionPrepare reports, presentations, and correspondence as requiredSchedule appointments, meetings, and travel arrangements for AdvisersAssist in budget preparation and expense managementSome understanding of technical products and procedures, as well as law, with support of the ParaplannerActs as main point of contact between providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients.This includes dealing with letters of authority, processing new applications, following up with ongoing transactions, resolving issues etc.Health and Safety officer and Mental Health First Aider for their office and possibly one otherThe Requirements:Excellent leadership and collaboration skills
Keyskills :
Holistic Financial PlanningInvestmentPension AdministrationPractice ManagerFinancial Planning adminmanager