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Form of work
SalaryAn outstanding opportunity for an Office Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development opportunities. It is essential that you have prior work experience in the Professional Service sector.
Key responsibilities:
- Knowledge and appreciation for what an amazing client experience should look and feel like.
- Dealing with new enquiries and prospects and existing client enquiries
- A good understanding of our house style and a love for the brand
- Believe in our culture and deliver in such a way that you support each member of the team to thrive in their role
- Flexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do.
- Excellent organisational skills
- Ability to react quickly and innovate when value needs to be added
- Confidently able to deal with people at all levels, backgrounds and levels of wealth in a timely and efficient manner
- To present a welcoming, courteous, helpful and efficient service
- To be fully knowledgeable on the client journey, propositions and offering in order to add as much value to the client journey as possible.
- On-boarding of new clients into the business
- Maintaining existing client review communications including managing and arranging Client appointments as agreed by the Financial Planners
- Client event attendance
- Dealing with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
- Assisting the Directors in the development of continual improvement programmes
Skills required:
- The ability to maintain good relationships with all clients of the business; enhancing the profile of the Company within the profession
- Develop and maintain internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet personal development needs.
