The Company: A nationally recognised wealth management firm who are East Leeds based and due to an impending retirement are looking to add an Office Manager/PA to their Adviser Support setup. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be pushed and supported to build a long-standing career within the business.

• Office Location: Colton, North Leeds
• Hybrid/Home Working: Yes – 4-days office, 1-day WFH

Package: £30-40k base + circa £1.5k annual bonus

• Key Benefits: Pension, 4xDIS + Medical Cashback Plan
• Holidays: 28-days holiday + stats

The Role: A highly responsible Office Manager role supporting multiple Financial Planners from a back-office support perspective. The breadth of duties include:

General Administration:

• Assist with all matters relating to the day to day running of the office
• Answer and direct phone calls and organize and schedule appointments
• Plan meetings and take detailed minutes where required
• Write and distribute email, correspondence memos, letters and forms
• Assist in the preparation of regularly scheduled reports
• Develop and maintain a filing system and update and maintain office policies/procedures
• Order office supplies and research new deals and suppliers
• Book travel arrangements

Client Service and Marketing/Business Development:

• Provide general support to visitors acting as the point of contact for clients
• Improve the customer service experience
• Take ownership of customers issues and follow problems through to resolution
• Assist with the development of service procedures, policies and standards
• Keep accurate records and document customer service actions and discussions
• Update information on the branch website
• Maintain and contribute to the branch LinkedIn site
• Plan and organise client and prospect events and assist Branch Principal with business development activities

Personal Assistant:

• Assist the Branch Principal with diary management
• Assist the Branch Principal with efficient time management

The Person: This role will suit someone who genuinely enjoys Adviser Support within a financial planning environment and is keen on more of a PA/office oversight type remit.

What next? To apply now please follow the link below to send an up-to-date CV. And if you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore this opportunity in further detail.