Job Description

• Managed client service to the highest standards
• Liaised with clients, suppliers and visitors (reviewed regularly due to current COVID-19 restrictions)
• Supervised and monitored productivity of the administration team

Identified training needs and CPD

We're seeking an experienced candidate who has either been responsible for managing a financial planning office or someone senior within compliance, administration or paraplanning looking to take a step in team management. Ideally, you will be suitably qualified to work within a financial planning practice in an administration/management function through CII, with a competent knowledge of Intelligent Office back-office system.
Benefits of the role:

A generous negotiable salary is on offer with the level of benefits you'd expect from a successful company, including a discretionary profitability bonus, excellent training and development opportunities and the chance to work with a strong and knowledgeable team.

Required Knowledge, Skills, and Abilities