Office Manager & Paraplanner - Part Time

Are you an experienced financial services administration professional with report writing experience, looking for a Part time role with varied responsibilities?

Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and Office Manager to provide support to the Financial Advisers and general running of the office / business.

You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.

Duties for this role will include:

• Letter of authority issue and chasing
• Chasing financial information from clients
• Provide outstanding customer service to meet expectations of clients, and colleagues.
• Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.
• Producing suitability reports for advisers
• General administrative work and running the office

You:

• This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do’ working style
• Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop
• Experience of working in pensions and investments administration
• You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

The role is offered on a Part time basis, how these hours are structure can be flexible.

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