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- Hybrid working
- Career progression
- Financial advice background
- Manage tasks, produce client agreement and assignment letters.
- Control workflow for Administration team
- Manage administration team with development, and training
- Organise AML documentation
- Communicating with life offices as required, preparing letters of authority, liaising with paraplanners.
- Update client files - Ensuring adherence to the Firm’s advice process and that client files are fully completed and compliant
- Ensuring that Intelligent Office is kept up to date, documents uploaded to IO on a timely basis, tasks created and updated
- Manage day-to-day administrative tasks such as answering phones, managing correspondence, and coordinating calendars for the IFAs
- Schedule meetings, book conference rooms, and prepare agendas for internal and client meetings.
- Track deadlines for reporting, compliance, and business administration, taking ownership of select tasks.
- Oversee office equipment like printers, copiers, and audiovisual systems, coordinating with IT support, as necessary.
- Ensure compliance with health and safety regulations.
- Build and maintain relationships with vendors and service providers.
- Track budgets related to office supplies, maintenance, and events, reporting expenses to finance.
- Assist in onboarding new hires, handling HR documentation, setting up workstations, and introducing new employees to office procedures.
- Act as a point of contact for office-related concerns or needs from the team.
- Help coordinate ongoing employee training to meet professional development requirements.
- Ensure office operations comply with industry regulations, including data security and confidentiality.
- Manage the storage and disposal of sensitive documents in line with company policies.
- Assist with audit preparations by ensuring all necessary documentation and records are up to date and accessible.
