Financial Adviser jobs in Battle

Job Advert: Office Manager – Financial Services

Position: Office Manager – Financial Services
Location: Maidstone (Office Based)
Application Deadline: 30 of October, 2024

About Us:

Rosemount Financial Solutions (IFA) Ltd is a financial services organisation which focuses on financial planning that ranges from Investments, Pensions, Mortgages, Protection, and General Insurance. Rosemount has a network of Financial Advisers across the entirety of the UK.

A Rosemount network firm is looking for a motivated and experienced Office Manager to join their dynamic team on a permanent basis.

Key Responsibilities

Office Management

• Oversee the day-to-day operations of the office, ensuring all administrative tasks are completed efficiently and professionally.
• Manage office supplies, ensuring stock levels are maintained, and liaising with vendors for purchasing.
• Maintain a well-organised office environment, ensuring the office is clean, safe, and conducive to a productive working environment.
• Manage office equipment, including IT systems, and liaise with external providers for maintenance and technical support.

Administrative Support

• Provide administrative support to the senior management team, including diary management, meeting coordination, and preparing documentation.
• Oversee client correspondence, managing inbound and outbound communications, ensuring timely responses to client inquiries.
• Ensure all client data and sensitive information is stored securely and in compliance with GDPR regulations.
• Manage incoming and outgoing post, scanning, filing, and archiving documents as needed.
• Coordinate internal and external meetings, including preparing agendas, booking meeting rooms, and arranging refreshments.

Compliance & Record Keeping

• Support the compliance team by ensuring the office adheres to relevant regulatory standards.
• Keep up-to-date with industry regulations and ensure the office maintains full compliance with FCA (Financial Conduct Authority) guidelines.
• Assist in maintaining accurate records, ensuring that all client and business files are up-to-date and compliant.

Qualifications and Skills:

• Proven experience as an Office Manager
• Experience within financial services, specifically mortgage administration, is desirable
• Exceptional organisation and multitasking abilities, with a proven track record of managing administrative tasks efficiently
• Strong written and verbal communication skills, with the ability to liaise effectively with colleagues, clients, and external suppliers.
• Competent in Microsoft Office Suite (Word, Excel, PowerPoint) and experience working with CRM systems.
• Understanding of FCA regulations and GDPR, ensuring all operations adhere to required standards is desirable.

Benefits

• Competitive salary with performance-based bonuses
• Pension scheme
• Opportunities for career development and progression
• Regular team events and a positive, collaborative working environment

How to Apply:

If you are a dedicated Office Manager looking for a rewarding permanent opportunity, we would love to hear from you! Please send your CV and a cover letter detailing your experience and why you would be a great fit, to enquiries@rosemountfs.co.uk. Alternatively, please apply through Indeed

Rosemount Financial Solutions (IFA) Ltd is an Equal Opportunity Employer. We welcome and encourage applications from individuals of all backgrounds and experiences.

Job Type: Full-time

Pay: Up to £23,000.00 per year

Work Location: In person