Are you an experienced IFA Office Manager and looking for your next challenge? My client, a Chartered Financial Advice Firm, with offices throughout Scotland are looking for an Office Manager to join their Glasgow Office. This is a rare opportunity as they have very low staff turnover, this is due to the training and development they invest in their staff and how they reward them for a job well done.
The firm offer independent financial advice to both private and corporate clients and all of the advisers are seen as experts in their field. The firm is a division of a larger Accountancy firm and as such offers employees a structured environment with clear processes in place which are sometimes lacking in smaller firms.
As an Office Manager, you will be working alongside the director and Wealth Team providing them with support in managing their clients, acting as a point of contact for their clients and building relationships with them. Working alongside the Wealth Advisers as a whole you will be delivering exceptional service to clients.
On a daily basis, you will support the Wealth team as a whole. This will include:
-Dealing with client correspondence
-Handling new inquiries
-Handle technical queries where possible and escalate where appropriate
-Co-ordinate the workflow of consultants
-Efficiently coordinate the paraplanning, valuations, and processing team to consultants dependent on workflow
Anti-money laundering knowledge is essential to be considered for this role and it is preferable you will hold your Level 4 Diploma in Financial Planning.
A salary of around £35,000 is on offer for this role along with an excellent benefits package.
If you would like to progress your career within a respected wealth management firm then please get in touch with Hannah at HRC Recruitment on 0141 353 8378 or send an updated version of your CV to financialservices@hrcrecruitment.co.uk