- Posted 01 May 2024
- SalaryUp to £35000.00 per annum
- LocationWest Yorkshire
- Job type Permanent
- DisciplineFINANCIAL SERVICES
- Expiry 09 August 2024
- Reference41617_1714575892
Consultant
IFA Office Manager
Job description
Our client are growing to be the leading chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.
This role will suit someone who has previous office/operational management experience within the financial services profession.
Role Responsibilities:
- Ensure business process & policies are adhered throughout the office
- Reviewing procedures and complying with FCA
- Scheduling tasks and making sure office is running smoothly
- Involvement in operational plans for the business
- Oversee reception desk functionality
- Coaching and training to provide full support in the business
Skills:
- Accuracy
- Management level
- Excellent interpersonal skills
- Managing deadlines
- Problem solving and decision making
Please apply if you are interested and excited to be a part of this growing firm.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.