WEALTH PLANNING Salary
STRAWBERRY FIELDS DIGITAL HUB EUXTON LANE CHORLEY PR7 1PS UNITED KINGDOM
TIN: 13081680
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Earnings on positions in WEALTH PLANNING
WEALTH PLANNING is looking for employees for positions:
office manager
Working hours
- full-time
Benefits
- mobile phone
Responsibility
- managing our administrative and paraplanning support team of 9, including regular recruitment, onboarding, appraisals and identifying training needs
- HR support. Dealing with the holiday, payroll, and employee requests
- organising team events and wellbeing perks for the team
- managing the office facilities and liaising with third-party suppliers
- ensuring advised transactions are processed accurately and according to service expectations
- minimising risk of advice or transaction execution errors through monitoring and continued process improvement
- supporting the Operations Director and other senior managers with improving practices, and implementing new procedures, and ensuring they are adhered to
- what we offer
Requirements
- comprehensive understanding of all aspects of the financial planning process, from initial engagement to advice execution and continued review
- practical experience within the industry
- experience in managing small teams
- strong capability with technology and systems
- great attention to detail, positive approach, and a problem-solving mindset