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