- A good understanding of our house style and a love for the brand
- Flexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do.
- Ability to react quickly and innovate when value needs to be added
- Maintaining existing client review communications including managing and arranging Client appointments as agreed by the Financial Planners
- Develop and maintain internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet personal development needs.
Bedrijfsleider / Office Manager - Cheltenham, Gloucestershire, United Kingdom - Adjacency Recruitment
Found in: Jooble UK C2 - 2 weeks ago
Description
Office Manager
An outstanding opportunity for an Office Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development opportunities. It is essential that you have prior work experience in the Professional Service sector.