office manager Middlesbrough, England
Job description
We are currently working with our client a leading firm of Financial Advisers, who are now seeking an experienced Office Manager to join our dynamic and ever-growing business.
Working out of their offices based in Middlesbrough you will be supporting the Senior Leadership Team including Directors and Financial Advisers, in all areas of Business Support and Production Support, including administrative duties and diary management.
We are looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
The ideal candidate must be reliable, exercise excellent judgment and handle confidential information in a professional and discreet manner. You will have exceptional communication skills, demonstrate professionalism, have the ability to handle numerous projects, and must handle a heavy workflow with a high level of accuracy.
You will be responsible for a range of Business administration and Production support activities.
You will report to the Senior Leadership Team and will have the assistance of our administration team in carrying out day to day tasks to achieve your objectives.
Anticipated duties include:
- Production support:
- Manage Client Bank and book appointments
- Complete pre appointment preparation on behalf of the Financial Advisers
- Control all requirements prior to submission of business
- Prepare monthly client review lists and liaise with Financial Advisers to establish appropriate action then ensure such action is completed
- Hold regular meetings with the Senior Leadership team to ensure support for the business being on target and carry out any relevant actions to assist in cases reaching point of submission
Business Support:
- Keep up to date with developments in the Network, ensuring we maintain our ‘model practice’ status and organise training where appropriate
- Network Audit requirements
- Maintain an in-depth understanding of the business in order to establish priorities and manage team expectations
- Prepare agenda for Directors meetings / SLT meetings / Board meeting and carry out follow up action where necessary
- Financial reporting – prepare monthly written, issued and paid figures using internal processes
- Provide information to Accountants as required
- Control financials including Bills / Invoices and confidential financial information
- Payroll / HR duties
- Employee health and safety
- Facilities management including contact with landlord
- Marketing and Networking event organisation
- Review and renewal or amendment of contracts for business services incl. IT / Phone / Broadband
General Duties:
- Preparation of client files, review documents and valuations, liaising with product providers/third parties to obtain and record accurate information
- Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
- Day to day operational and administrative duties to support the business
- Research and analysis
- Database management
- Dealing with correspondence for clients and providers
- Liaising with adviser and clients to ensure excellent service is delivered
- Develop and maintain effective relationships with colleagues and third parties
- Be aware and act upon any compliance, risk and quality issues
The list of duties is not exhaustive, and flexibility is required in terms of what the successful applicant may be required to undertake in order to deliver rounded support to the senior leadership team.
The ideal candidate will have the following attributes:
- Minimum A-C in GCSE Maths and English with certification proof
- A minimum of 2 years’ experience in a similar role
- Financial Services knowledge is desirable but not essential
- A ‘people person’ with a strong work ethic, keen to learn and to develop an understanding of the business
- A willingness to change and adapt in an evolving environment
- Work as part of a team
- Handle confidential information in a professional and discreet manner
- Experience with Microsoft Office - specifically Outlook, Excel and Word
- Basic bookkeeping knowledge and numeracy skills
- Conscientious and organised with a strong attention to detail
- Excellent communication skills both verbal and written with an eye for detail
- Excellent interpersonal skills – assertive, efficient, positive, and approachable
- Ability to work to set deadlines
- Highly motivated and enthusiastic about providing an excellent service
- Excellent customer service skills with the ability to build rapport and manage client relationships
- Excellent time management and planning skills
- Keen to keep up to date with FCA regulations and internal policies and procedures.
Please note this will be a 2/3 stage interview process. interview number 1 will take place in front of a small panel, Interview 2 will involve meeting with the MD of the business. Should you be successful after interview you will be required to complete Mathematical, English and Social testing prior to any offer of employment.
Job Types: Full-time, Permanent
Salary: Up to £30,000.00 per year
Benefits:
- Free parking
Schedule:
- Monday to Friday
Experience:
- Office Management: 2 years (required)
Licence/Certification:
- A-C in Maths and English (required)
Work Location: In person
