At a Glance
- Tasks: Oversee daily operations and support advisers in a wealth management office.
- Company: Respected wealth management firm in Southampton with a supportive team culture.
- Benefits: Competitive salary, career development, and a rewarding role with autonomy.
- Other info: Great opportunities for career progression and personal development.
- Why this job: Join a professional environment and make a real impact in wealth management.
- Qualifications: Experience in office management or financial services, with strong leadership skills.
The predicted salary is between 40500 - 49500 £ per year.
My client is a highly respected wealth manager and due to growth they are looking for an organised and proactive
Office Manager to oversee the smooth day-to-day operation of a well-established wealth management office in Southampton.
The Opportunity
As Office Manager, you will act as the operational hub of the branch, supporting advisers and investment professionals while ensuring excellent client service, regulatory compliance, and efficient office operations.
You will also provide leadership and guidance to administrative support staff and contribute to the continued growth and success of the business.
Key Responsibilities
- Office Operations & Governance
- Manage the smooth and efficient running of the office.
- Oversee facilities, suppliers, office equipment, stationery, and marketing materials.
- Coordinate health & safety requirements, business continuity planning, fire drills, and risk assessments.
- Maintain operational records, registers, and governance documentation.
- Organise branch meetings and ensure actions are followed through to completion.
- Promote best practice, consistency, and strong operational controls across the office.
- Client Administration & Operational Support
- Provide high-quality support to advisers and investment professionals.
- Assist with client onboarding, account opening, and account maintenance processes.
- Ensure AML/KYC documentation is completed accurately and efficiently.
- Prepare client review packs, valuations, and supporting documentation.
- Support regulatory reviews and key client servicing activities.
- Liaise with internal departments to resolve client queries and operational issues.
- Team Leadership
- Supervise and support administrative team members.
- Manage workload allocation and maintain service standards.
- Conduct performance reviews and support professional development.
- Deliver coaching and training on systems, processes, and client service.
- Monitor adherence to compliance and regulatory procedures.
- Reporting & Performance Management
- Produce monthly operational and performance reports.
- Track key business metrics and service standards.
- Coordinate and manage office projects and regulatory review programmes.
What We're Looking For
Experience
- Previous experience within an Office Manager, Operations Manager, Practice Manager, Team Leader, or Senior Administration role.
- Experience within wealth management, investment management, financial planning, banking, or the wider financial services sector.
- Understanding of client onboarding, investment operations, and regulatory processes would be advantageous.
Skills
- Excellent communication and relationship-building skills.
- Strong organisational and prioritisation abilities.
- Exceptional attention to detail and accuracy.
- Confident working in a regulated environment.
- Natural leadership skills with experience coaching and developing others.
- Proactive, solutions-focused, and able to take initiative.
- Strong stakeholder management and collaboration skills.
What's on Offer?
- Competitive salary and benefits package.
- Opportunity to join a respected and professional wealth management environment.
- Varied and rewarding role with genuine responsibility and autonomy.
- Supportive team culture.
- Career development and progression opportunities.
Locations
Office Manager - Wealth Management in Hampshire, Portsmouth employer: Front Row Recruitment
At Front Row Recruitment, we pride ourselves on fostering a collaborative and dynamic work culture that empowers our employees to thrive. As a Credit Analyst, you will benefit from continuous professional development opportunities while working alongside experienced investment professionals in a supportive environment. Our commitment to excellence and innovation in the financial services sector makes us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Office Manager - Wealth Management in Hampshire, Portsmouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Front Row Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Office Manager - Wealth Management in Hampshire, Portsmouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Front Row Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Front Row Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Front Row Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Front Row Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Front Row Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Front Row Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
