Office Manager

My Client is a well-established wealth management consultancy in Lincoln needing an experienced Office Manager in the Financial sector to join and compliment their team working within a busy office environment.
We are looking for a flexible person with effective communication and interpersonal skills, who can prioritise, problem solve and work both independently or as part of a team to meet tight deadlines.
Financial Services knowledge is required

Provide high level technical and administrative support to the Advisers/Practice Manager;
Deal effectively with queries from clients and other parties through effective communication;
Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
Provide technical support and training to new/junior staff joining the practice;
Manage holiday bookings for team members;
Deal effectively with queries from clients and other parties through effective communication;
Ensure that files are complete with all required client identification documentation and necessary application forms;
Process applications accurately and record the required management information;
Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
Knowledge, experience and skills:

Senior administration experience of working within an SJP practice or investment/wealth management environment practice is advantageous;
Experience of managing , systems and procedures;
Knowledge of relevant regulation and legislation.
Experience of client management systems such as .
Experience of managing client accounts and relationships;
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
Experience of Microsoft Office (Outlook, Word, , Excel);
Strong attention to detail;
Manages time effectively with the ability to multi-task;
Keeps calm when faced with conflicting demands and handles these effectively;
Demonstrates a positive attitude at all times;
Works well on own tasks as well as on shared goals as part of a team;
Open to change with a creative approach to problem solving.
Professional and confident in dealing with people, working with total discretion at all times
Please contact me directly on 01522 848333, or Email me at

Job Reference





Sarah Kelly

"Very good agency with friendly staff and no messing about.. Got me a great job that lead to a contract. I would recommend reflect recruitment to anyone looking for work."

- Client Review

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