Office Manager

An 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.