Office Manager

The Role:

I am recruiting an Office Manager / Financial Services Administrator, to join the team at Taylor & Taylor Financial Planning, a progressive and ambitious independent Financial Planning firm based in lovely offices in Bolton (BL1). Working in a small, collaborative and client focused team, the Office Manager supports the Financial Planners in delivering an exceptional financial planning service to clients and also works to enhance the operational efficiency of the business.

This is a highly varied and involved business support role, where your contribution to operational improvements will be encouraged and valued, and there will be the opportunity to develop your role into that of Client Services and Operations Manager.

The Person :
The successful Office Manager / Financial Services Administrator will be highly driven, embracing of change and will demonstrate high levels of initiative and a ‘can-do’ attitude. They will keen to take ownership of various projects and implement process improvements which will enhance the operation of the business. They will possess excellent administrative skills, being organised and detail orientated, and will also be a warm relationship builder who deeply cares about providing a customer service of the highest standard and who enjoys working in a fast-paced, client centric, collaborative team environment.

The successful candidate will have experience of working in a broad, highly involved, and responsible business support capacity within a professional services environment.

Experience of working in financial services is not essential as training and support will be provided.

Salary and Benefits :
Basic salary £35,000 - £45,000 (dependant on experience) + pension + 26 days holiday + bank holidays + team events + flexible working etc. Ideally this is a full-time role, but we are happy to facilitate flexible or part-time working arrangements for the right candidate (shorter working days, 4-day week etc.).

The Company:
Taylor & Taylor Financial Planning are a well-established, independent Financial Planning firm, providing financial planning advice to individuals, families and businesses in Bolton and surrounding areas, and they are proud of the part they play in the local community. They are committed to delivering an exceptional service and putting their clients at the heart of everything they do – 100% of their clients would recommend them, and 89% already have!

They are a people first firm with a strong emphasis on values, professionalism and creating a positive and supportive working environment.

Office Manager / Financial Services Administrator, Responsibilities:

* Provide the administrative assistance involved in delivering financial planning services to clients.

* Develop relationships with clients, preparing for initial and review meetings and following up on action points arising.

* Process new and existing business applications.

* Coordinate the Financial Planners’ activities and correspondence, organising and prioritising workflow.

* Liaise with product providers and other third parties as necessary, handling letters of authority, obtaining policy information, analysing provider responses to verify the accuracy and completeness of information received and updating records accordingly.

* Assist the Financial Planners with the creation of suitability letters and reports.

* Maintain and update the CRM system, ensuring it is accurate and running efficiently.

* Take responsibility for the delivery of a wide range of operational projects.

* Proactively work to enhance business procedures and systems.

* Produce management information and reports to support with business decision making.

* Develop Standard Operating Procedures and associated documentation.

* Oversee HR processes (job descriptions, appraisal process, training and development etc.)

* General administration and special projects as required to support the business.

* Ensure all business is conducted in a responsible and compliant manner.

Office Manager / Financial Services Administrator, skills and experience required:

* Experience of working in a broad, highly involved and responsible business support…