Senior Office Manager (Financial Services)

40000.00 GBP Annual
04 Sep 2018
02 Oct 2018
Job Type
Contract Type

My Client is a small but quality firm of Independent Financial Advisers based near Evesham in Worcestershire.

They specialise in the investment and pensions marketplace using their own investment management guided by substantial access to fund data. They have excellent funds under management with clients generally being ultra high net worth and/or corporate in nature.

The Business requires an experienced Financial Services Manager to 'free up' much of the Owner's time to allow him to spend even more time with his clients. In addition the successful applicant will manage and motivate the existing small team including a Paraplanner and Trainee IFA.

More specifically:

Create internal service standards, business processes and procedures and review on ongoing basis.

Ensure all business service activities comply with relevant acts, legal and regulatory requirements and ethical standards.

Manage all IT services

Manage the team and train new members plus HR duties

Direct the accounting functions and prepare business forecasts whilst ensuring FCA requirements are fulfilled.

The successful applicant should have good Financial Services experience including management with good academic and Financial Services qualifications.

An excellent opportunity to utilise your Financial Services Management experience with a growing and ambitious firm.