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Location

Stirling | United Kingdom

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Job description

Idex Consulting have an opportunity for Office Manager to join an IFA who provides a personal, independent and bespoke wealth management service to high net worth clients, this role will be based in Stirling office.

Role Purpose:
Responsibility for administration and support for the advisers and clients.

Responsibilities:

• Responsible for staff appraisal, training and development plans
• Dealing with diary management for client review and planner meetings
• Supporting financial planners with general admin support - LOAs, chasing providers, collating information for Paraplanners etc
• Ensuring work allocation is managed accordingly (holidays/sickness cover)
• Keeping up to date with all compliance
• Back office system: Intelligent Office

Requirements:

• Experienced within financial services sector preferred

Salary: £32,000 - £38,000 doe
Benefit package (including a 9 day working fortnight)

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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Job tags

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Salary