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IFA Office Manager

Huddersfield

Our client are growing to be the leading chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.This role will suit someone who has previous office/operational management experience within the financial services profession. Role Responsibilities:

Ensure business process & policies are adhered throughout the office

Reviewing procedures and complying with FCA

Scheduling tasks and making sure office is running smoothly

Involvement in operational plans for the business

Oversee reception desk functionality

Coaching and training to provide full support in the business

Skills:

Accuracy

Management level

Excellent interpersonal skills

Managing deadlines

Problem solving and decision making

Please apply if you are interested and excited to be a part of this growing firm.

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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