Job Description

Why chose Continuum?

At Continuum, we build lasting relationships--not just with our clients and advisers, but also with our exceptional staff. Our commitment to a supportive company culture ensures that everyone feels at home, promoting both personal and professional growth.

As one of the Top 20 Financial Advisory businesses in the UK, we take pride in our high-performance environment, dedicated to delivering outstanding results for our clients, staff, and partners alike.

If you're eager to enhance your skills and grow in a collaborative team environment, we encourage you to take the next step in your career with us. The Role

As the Office Manager at Continuum Financial Services, you will lead the administration team to deliver excellent administration support, as well as oversee the smooth running of our head office. You will have experience of managing a team and an excellent understanding of the financial advice process.

Key Responsibilities & Accountabilities

Develop, implement and streamline administrative procedures and policies to enhance organisational efficiency and productivity.

Oversee and manage the daily operations of the administrative team, including supervising administrative staff, delegating tasks, and providing guidance and support.

Coordinate and communicate with department heads and Continuum Partners to understand their administrative needs and ensure timely delivery of services.

Facilitate, coordinate and conduct regular meetings with administrative team.

Oversee and manage individual administrative team's workloads and tasks

Manage facilities and office services, including stationary, maintenance, and security.

Oversee technology and IT infrastructure.

Oversee new adviser onboarding to Central Admin Unit, including registering advisers for relevant agencies.

Provide full training for all new administration staff upon joining Continuum for the probationary period.

Oversee and manage large amounts of client data, to include mail merges.

Communicate with providers to address and resolve issues.

Provide administrative assistance to CAU allocated advisers, including:

Completing and processing transfer of servicing documentation.

Preparing and assisting with Annual Reviews.

Liaising with providers regarding pipeline cases.

Managing client appointments and scheduling.

Raising client invoices and verifying client and provider fees.

Liaise with internal departments, including HR, paraplanning etc, to ensure a smooth operational service.

Provide support to the Senior Management Team as required.

What we are looking for

A minimum of 2 years' experience managing, leading and developing a team is essential

A minimum of 2 years' experience in financial services administration

Ability to empathise and build strong business relationships with Continuum Advisers, management and colleagues

How to apply

Please provide a copy of your C.V along with a covering letter on email to abbie@mycontinuum.co.uk detailing why you would be suitable for the role along with your experience.

Job Types: Full-time, Permanent

Pay: 34,000.00-38,000.00 per year

Schedule:

Monday to Friday
Work Location: In person