Operations & Office Manager for Financial Services

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

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.