Office Manager

CV Elite; Farnworth; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Farnworth is seeking an Office Manager / Financial Services Administrator to support their financial planners in delivering exceptional client service. This role involves enhancing operational efficiency and encourages proactive contributions to process improvements. The ideal candidate is organized, detail-oriented, and possesses a strong initiative with a can-do attitude. The position offers the opportunity to grow into a Client Services and Operations Manager role.

Qualifications

• High levels of initiative and willingness to embrace change.
• Ability to manage various projects and implement process improvements.

Responsibilities

• Support financial planners in delivering exceptional service.
• Enhance operational efficiency of the business.
• Contribute to operational improvements.

Skills

Exceptional administrative skills

Organized

Detail-oriented

Initiative

Can-do attitude

Job description

The Role:

I am recruiting an Office Manager / Financial Services Administrator, to join the team at Taylor & Taylor Financial Planning, a progressive and ambitious independent Financial Planning firm based in lovely offices in Bolton (BL1). Working in a small, collaborative and client focused team, the Office Manager supports the Financial Planners in delivering an exceptional financial planning service to clients and also works to enhance the operational efficiency of the business. This is a highly varied and involved business support role, where your contribution to operational improvements will be encouraged and valued, and there will be the opportunity to develop your role into that of Client Services and Operations Manager.

The Person:

The successful Office Manager / Financial Services Administrator will be highly driven, embracing of change and will demonstrate high levels of initiative and a can-do attitude. They will keen to take ownership of various projects and implement process improvements which will enhance the operation of the business. They will possess excellent administrative skills, being organised and detail orientated, and wil...