Barrowford
Role Overview:
You’ll oversee daily operations within the practice, supporting advisers and paraplanners while ensuring the smooth and compliant delivery of administrative functions. This role requires someone proactive, organised, and experienced in financial services operations.
Key Responsibilities:
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Manage day-to-day running of the office and administrative workflow.
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Provide new business processing, client servicing, and back-office support.
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Oversee data integrity within the CRM and ensure compliance documentation is complete.
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Support advisers with meeting preparation, valuations, and follow-up tasks.
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Liaise with providers and clients regarding policy information.
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Assist with onboarding and training of new staff as the business grows.
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Maintain office supplies, records, and internal systems.
Requirements:
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Financial services administration experience essential.
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Excellent organisational and time management skills.
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Confident communication and client service skills.
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Strong attention to detail and accuracy.
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Familiarity with back-office systems and FCA compliance procedures.