Office Manager & Senior Technical Assistant
4 days left
- Flexible Hours
A Office Manager & Senior Technical Assistant (Paraplanner),job based on the outskirts of Exeter
Your new company
A successful and award-winning wealth management company who offer a bespoke service to all their clients. They have offices in both Devon and London and due to operational needs my clients a looking for a Office Manager & Senior Technical Assistant (Paraplanner) to join their team on a permanent and full time basis.
Your new role
You will manage the client journey and ensure that staff are kept engaged at all times. You will lead and support the development of the administration team along with organising staff workload to ensure timely completion of targets and deadlines. You will produce and run operational reports for the senior management team, ensuring they are kept up to date with major changes and business development. You will ensure that the office CRM database is kept maintained and updated at all times and ensure there is a good working environment at all times.
What you'll need to succeed
You will need to have experience within managing a team and come from a financial services background. You must have the ability lead a team and develop where needed. You must have strong IT skills with a meticulous attention to detail. You must hold as a minimum the diploma in Financial Planning or equivalent (R01-R06) You must be extremely well organised with excellent time management and provide first class client care at all times. You must finally have strong numerical skills and able to make decisions and take ownership of those decisions.
What you'll get in return
You will receive an extremely competitive salary dependant on experience and have the opportunity to work for an awarding winning boutique business in a stunning rural location. You will receive a competitive benefits package and join a team of professional and dynamics individuals.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Lewis Bell now on
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