Senior Support / Office Manager

Job title: Senior Support / Office Manager
Location: Reading
Industry: Financial Services
Salary: £28,000 - £32,000
Reference: 1136
Contact name: Jodie Murray

Job description

Boxtree Recruitment have been engaged to source an Office Manager for a very exciting, growing and successful IFA in Wokingham.  Our client is experiencing a period of sustained growth and they have carefully decided to add an experienced office manager / senior administrator / PA to the team. 

Responsibilities:

  • Implementing new processes and procedure to build out a successful back office function for a busy IFA
  • Processing new business applications
  • The processing of pension switches
  • Mentoring new staff
  • Chasing outstanding information, research reviews and renewals
  • Dealing with external companies and clients

 

Required:

  • A solid understanding of life, pensions and investments
  • · Strong and confident communication skills
  • Experience of implementing new procedure within an IFA setting

 

Company Benefits:

  • A true career path, the business has planned for sustained growth over the next 12 months
  • Great bonus scheme, flexible working, pension

 

Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

 

Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).

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Jodie Murray

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