Office Manager Job Opportunity , Liverpool, Merseyside, Wealth Management / Financial Services

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We have an opportunity for an experienced Manager (within a Practice/Wealth/FS business) to work for a boutique based Wealth Management firm in the Crosby areas


£28,000 - £35,000 What to expect from the company is the investment in your career development and study support on industry qualifications if required.


t's a superb location based in Merseyside with not much traffic to the office but also walking distance to a mainline train station in Merseyside.


  • Manage client experience to the highest possible standards
  • Liaise with clients, suppliers (BDMS’s) and visitors to the office
  • Supervise and monitor the productivity of ALL staff including advisers to ensure meet client expectations
  • Avoid any delays through correct planning within the advice process
  • Supervision of admin & paraplanning
  • Effective delegation to ensure the above
  • Monitor and manage the processing of servicing and new business from start to finish accurately and timely
  • Set agenda, take minutes and play an active role in team meetings 
  • Oversight and identify training needs
  • Support with recruitment needs of service and support staff (admin, paraplanning)  – identify, training and manage to competency
  • Knowledge and understanding of acceptable business levels and costings to ensure the company is profitable
  • Complaint handling process (prevent)
  • GDPR – ensuring data protection is adhered to
  • Support compliance as the first line of defense -  money laundering & FCA conduct rules
  • Support with new staff inductions
  • Gather TCF feedback from
21 October 2020
Financial Planning
IFA Admin Manager
Merseyside, Liverpool