Office Manager/Trainee Financial Adviser in Newport

Job description

Job Title: Office Manager/Trainee Adviser

Industry: Financial Services

Location: Newport/Cardiff

Salary: Negotiable

Job reference: 15166

Job Description:

Recruit UK are working on an exciting Office Manager/Trainee Adviser opportunity in Newport with a Financial Planning firm.

Our client is a successful and growing financial planning firm who have seen continued growth throughout the last year and have some fantastic plans for the future. They are looking to take on a new member of their team to support their Adviser and back-office team.

This opportunity is rather unique, so a full job description is provided below. This is such a fantastic role for someone looking to develop their advice career whilst having strong experience within an IFA practice.

The responsibilities of the Office Manager/Trainee Adviser will include, but not be limited to:

• Evolving and developing the back-office system to reach its full potential
• Monitoring all new business and client service functions to ensure accuracy.
• Contacting clients regularly to ensure information to up to date and understand any changes to financial goals and aspirations
• Provide administration support to the Financial Advisers and Mortgage Advisers
• Assume responsibility for newly identified sections of clients, be responsible for management of these clients (independently once CAS)
• Initiate, prepare for, attend and manage client meetings, with support from Director
• Project Management of various initiatives, for example, increasing recurring income of clients whose portfolios are becoming commercially unviable.
• General office/building management

Benefits for the Office Manager/Trainee Adviser:

• Truly unique opportunity that can be tailored to your experience and expectations
• Negotiable salary based on your experience
• Great training and development
• Friendly and growing team
• Charitable company, who sponsor multiple local charities

Skills and experience required of:

• Experience working with clients in an IFA practice - Essential
• Level 4 Diploma in Financial Planning,
• Confident individual with a keen eye for detail
• Ability to adapt quickly and take on additional tasks where required

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Newport on an Office Manager/Trainee adviser role.

Extra information

Status

Closed

Education Level

Other

Location

Newport

Working hours per week

4 - 40

Type of Contract

Full Time Jobs

Profession type

Training

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English