WEALTH PLANNING in Chorley Salary

STRAWBERRY FIELDS DIGITAL HUB EUXTON LANE CHORLEY PR7 1PS UNITED KINGDOM
TIN: 13081680

WEALTH PLANNING
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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
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