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IFA Administration Office Manager

Cameron James
Job LocationThornton Hough
EducationNot Mentioned
Salary35,000 - 40,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our clients are a team of expert independent financial advisers provide specialist advice on investments, pensions, mortgages and financial planning.The require an experienced Office Manager.Main tasks and dutiesRelevant skills and knowledge

  • Detailed knowledge and understanding of the firms compliance procedures including record keeping requirements
  • Dealing with clients in a compliant manner as detailed within the firms compliance manual and procedures.
General responsibilities
  • Use a range of software, including e-mail, spreadsheets and databases to ensure the efficient running of the Administration team.
  • Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
Specific responsibilitiesOrganising and Task Management
  • Co-ordinate team members activities to ensure maximum efficiency.
  • Ensure efficient work flow management by forging strong relationships with key stakeholders within firm.
  • Provide KPIs to the Management Team and Partners as to workloads and output.
  • Provide operational reports to the Management Team and Partners and deliver presentations as and when required.
  • Manage and record all holiday/leave requests for the firm.
  • Ensure resources are available to cover holiday periods to enable continued successful task performance within the Administration team.
  • Oversee the recruitment of new team members in Administration including their orientation, induction and initial training.
  • Organise and chair meetings for Administration team members.
Team Member Performance & Development
  • Set clear goals and objectives to Administration team members.
  • Evaluate and manage team member performance by way of regular 1 to 1s.
  • Coach, mentor and discipline team members.
Other
  • Monitor and maintain office supplies inventory.
  • Attain and maintain level of competence as required by the firm.
  • Maintain all standards of performance as required by the firm.
  • Ensure relevant CPD is maintained and recorded accurately.
  • Support the Administration Team by undertaking tasks to cover peaks when required by Line Management.
  • ideally you should have previous experience of working in an IFA environment

Keyskills :
ManagementRecruitmentReports

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