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- Tasks: Support a dynamic financial planning team with administrative and client relationship tasks.
- Company: Join a leading firm focused on exceptional client service in wealth management.
- Benefits: Enjoy a hybrid work environment and opportunities for professional development.
- Why this job: Be a key player in a collaborative team that values organization and communication.
- Qualifications: 3+ years in office management, preferably in finance; strong organizational skills required.
- Other info: Flexible hours with a focus on maintaining high service standards.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team.
Overview of duties:
Administrative Support:
- Manage and coordinate schedules, meetings, and appointments for advisors and client relationship managers.
- Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests.
- Act as the primary point of contact for administrative inquiries and support needs.
Client Relationship Support:
- Assist in preparing materials for client meetings, such as reports, presentations, and follow-up documentation.
- Handle incoming client inquiries with professionalism, routing them to the appropriate team member as needed.
- Coordinate and track client communications to maintain high service standards.
Team Coordination:
- Organize team meetings, events, and training sessions to enhance collaboration and professional development.
- Maintain and update team records, including performance metrics and compliance documentation.
Financial and Reporting Duties:
- Manage budgets, and process invoices for approval.
- Support the preparation of operational and client-related reports as needed.
Person specification
Knowledge, skills and abilities:
- Strong organizational and multitasking skills, with attention to detail.
- Excellent interpersonal and communication abilities.
- Proficiency in office software (e.g., Microsoft Office Suite, CRM systems).
- Knowledge of financial industry regulations and client confidentiality standards is a plus.
- Problem-solving mindset and ability to work independently under minimal supervision.
Education / and or Experience
- At least 3 years of experience in office management, preferably in the financial or wealth management industry.
- Experience with Dynamic Planner and Intelligent Office or Curo systems.
- Relevant Financial Services qualifications.
Key information:
Hours: 35 hours
Location: Bromsgrove, Hybrid
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.
Office Manager (Wealth Team) employer: NFP, an Aon company
Contact Detail:
NFP, an Aon company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Manager (Wealth Team)
✨Tip Number 1
Familiarize yourself with the specific software mentioned in the job description, like Dynamic Planner and Intelligent Office. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Highlight your organizational skills by preparing examples of how you've successfully managed schedules and coordinated team activities in previous roles. Be ready to discuss these experiences in detail.
✨Tip Number 3
Research the financial planning industry and familiarize yourself with common regulations and client confidentiality standards. This knowledge will demonstrate your commitment to the role and help you stand out as a candidate.
✨Tip Number 4
Prepare to showcase your interpersonal and communication skills. Think of scenarios where you've effectively handled client inquiries or facilitated team collaboration, as these are crucial for the Office Manager position.
We think you need these skills to ace Office Manager (Wealth Team)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in office management, especially within the financial or wealth management industry. Emphasize your organizational skills and any specific software proficiency, such as Microsoft Office Suite or CRM systems.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and how your skills align with the responsibilities outlined in the job description. Mention your experience in managing schedules, client communications, and team coordination.
Highlight Relevant Experience: In your application, focus on your past roles that involved administrative support and client relationship management. Provide specific examples of how you have contributed to a productive work environment and delivered exceptional client service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Office Manager role.
How to prepare for a job interview at NFP, an Aon company
✨Showcase Your Organizational Skills
As an Office Manager, strong organizational skills are crucial. Be prepared to discuss specific examples from your past experience where you successfully managed schedules, coordinated meetings, or handled multiple tasks simultaneously.
✨Demonstrate Communication Abilities
Excellent interpersonal and communication skills are key for this role. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively communicated with clients and team members in previous positions.
✨Familiarize Yourself with Relevant Software
Proficiency in office software is essential. Make sure you are comfortable discussing your experience with tools like Microsoft Office Suite, CRM systems, and any specific software mentioned in the job description, such as Dynamic Planner or Intelligent Office.
✨Understand Financial Industry Standards
Knowledge of financial industry regulations and client confidentiality standards is a plus. Brush up on these topics and be prepared to discuss how you have adhered to these standards in your previous roles.
