Office Manager
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| Job Type | Permanent Full Time |
| Location | Edinburgh |
| Area | Edinburgh, ScotlandEdinburgh, Scotland |
| Sector | Administration - Office Manager |
| Salary | £30000 - £35000 per annum |
| Currency | GBP |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | J8685 |
- Description
- Exciting opportunity for an experienced Office Manager/ Head of Back office Support to join one of Scotland's leading Wealth and Assist Management Firms based in Edinburgh.
C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm.
As Head of Support, reporting to the Company Directors, you will have responsibility for many areas within the business:
• Overall day to day management of the business.
• Management of the support structure (which includes 1 paraplanners & 8 support team members)
• Provide support to company Directors.
• Responsibility for all company events alongside other team members
• Point of contact for all office IT requirements.
• Responsibility for the recruitment process within the business.
• Development of Staff Appraisals structure and Management ongoing
• Responsibility for the support structure and managing staff workloads
As part of the management of the support team, you will drive and deliver an effective and value-added service, supporting the Senior Leadership team across the business.
Other Responsibilities
• Sending letter of authorities
• Preparing Annual Reviews
• Preparing Illustrations
• Obtaining Valuations and Plan Information online/by phoning providers
• Preparing Compliance Files
• Dealing with day-to-day client requests
• Handling Applications for new business
• Responding to client emails
• Add new plans and fees to Xplan
• Updating client fact find information on Xplan
• Other general admin tasks
Skills & Competencies
• Excellent Written & Verbal Communication
• Have a proactive mind-set and be enthusiastic to take on new challenges.
• Displays confidence and credibility when dealing with colleagues and customers
• Excellent planning and organisation skills, to manage competing priorities
• Gives and receives effective feedback
• Excellent Customer Focus
• Treats customers as they would like to be treated
• Plans and Manages activities and workflows to meet changing demands and priorities
• Considers implications of own actions on cross functional processes
• Excellent team working
• Works with colleagues in all departments to foster team co-operation and development
• Shows respect for all colleagues
• Someone who works well in a team and encourages collaboration across departments.
For more information, please contact Scott Reilly at C&P Recruitment, or for immediate consideration please apply now.
Construction and Property Recruitment Ltd is a recruitment business which provides work-finding services to its clients and work-seekers. The Company must process personal data (including sensitive personal data) so that it can provide these services - in doing so, the Company acts as a data controller, for more information on how we store, and process personal data please visit our website and view our Privacy Policy"
