At a Glance
- Tasks: Manage client relationships and provide top-notch administrative support in a dynamic wealth management firm.
- Company: Reputable boutique wealth management firm focused on tailored financial advice.
- Benefits: Competitive salary, hybrid working, 25 days annual leave, and access to high-quality resources.
- Other info: Enjoy long-term stability and a proactive work environment.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration within financial planning and excellent communication skills.
The predicted salary is between 40000 - 40000 £ per year.
Office Manager Wealth Management Our client, a successful and well-established Boutique Wealth Management firm with an outstanding reputation for delivering tailored financial advice, is seeking an experienced and motivated Office Manager to join their growing team.
This is an excellent opportunity to become part of a respected organisation that places clients at the heart of everything it does.
With a strong and supportive working environment, this role also offers long-term stability, The Role As part of a highly professional team, you will be responsible for building and maintaining excellent client relationships and providing strong administration support to the team.
The ideal candidate will have: * Previous administrative experience in financial planning or wealth management. * Excellent communication and relationship-building skills. * A client-first approach with strong attention to detail. * A proactive and professional attitude What s on Offer Competitive salary and hybrid working.
Monday Thursday 09:00 17:00 Friday 09:00 16:00 25 days annual leave + bank holidays Access to high-quality systems and resources.
Job description * Client Management liaise professionally with clients, solicitors, accountants, and providers * Ability to work alone; be proactive, organised and detail ...
Office Manager - Wealth Management in Norfolk employer: Todd Hayes Ltd
Todd Hayes Ltd is an excellent employer, offering a supportive work culture that prioritises safety and teamwork in the vibrant community of Shipdham, Norfolk. Employees benefit from opportunities for skill development and the potential for permanent placement, making it a rewarding environment for those looking to grow their careers. With a focus on reliability and collaboration, Todd Hayes Ltd fosters a sense of belonging and purpose among its workforce.
