Office Manager (IFA) - Financial Services - Lincoln

Job Type:
Permanent
Sector:
Financial Services
Specialism:
Other - Financial Services
Location:
Yorkshire & Humberside, Midlands & Wales
Town/City:
Lincoln
Salary range:
£20, 000 - £29, 999, £30, 000 - £39, 999
Salary Description:
to £35K plus benefits
Posted:
15-Oct-20
Start Date:
ASAP
Job Ref:
JH-2942

Due to ongoing growth of the business, a long-established and very successful financial advisory firm is seeking an Office Manager within its Lincoln office.
You will play an integral role in the running of the business, freeing the MD from operational duties in order for him to focus on business strategy.

This is a varied role, which will include wide-ranging duties such as rolling out new processes and procedures, reviewing work, onboarding new staff, handling cheques and checking balances, overseeing IT and CRM issues, preparing monthly figures, and handling the general day to day running of the office.

You’ll be working in a very friendly and vibrant office and as such, it is essential that you are a natural people person; approachable, engaging, supportive and inspiring. You must possess good levels of self-initiative, be highly organised, proficient with IT and have excellent problem-solving skills. Just as importantly, you’ll be a self-starter who is proactive when it comes to continually improving and enhancing the business’ operations.

It is not essential that you are an financial services ‘expert’, but you will have had some previous exposure to financial services, ideally within an IFA or similar firm. Some knowledge of SIPP and SASS products would be advantageous, although this is not essential. We are particularly looking for someone who is very ‘hands on’ and used to owning tasks from start to finish; i.e. not someone who is a ‘small cog in a large corporate machine.’

You’ll enjoy working in a business where you can really make a difference, and the more you gain the trust of the MD, the more responsibilities you will take on. This is very much a growing business, so there is certainly scope to progress within this company. Also, being an expanding, market-leading firm, you will benefit from a heightened level of job security in this challenging climate.

You’ll be rewarded with a basic salary of up to £35K (depending on experience), together with a range of benefits including free parking.

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General Insurance & Financial Services Recruitment

Contact Details:
Tel: 0345 193 2460
Contact: James Heald
Email:

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