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- Tasks: Oversee office operations and manage a small team in a financial advisory firm.
- Company: Established Independent Financial Adviser firm in Worcestershire.
- Benefits: Competitive salary, early finish every Friday, and supportive team environment.
- Why this job: Step into a leadership role and make a real impact in a growing firm.
- Qualifications: Experience in office management within financial services and strong people management skills.
- Other info: Opportunity for career growth in a stable and respected practice.
The predicted salary is between 45000 - 45000 £ per year.
A well-established Independent Financial Adviser firm based in Worcestershire is seeking an experienced Office Manager to oversee the day-to-day running of the office and manage a small team of Administrators and Paraplanners. This is a hands-on role suited to someone with strong people management skills, excellent organisational ability, and a solid understanding of financial services administration. You'll play a key part in ensuring the business operates efficiently while maintaining high standards of client service and compliance.
The Role
You will be responsible for coordinating office operations, supporting advisers, and managing workflows across administration and paraplanning to ensure cases are processed smoothly and deadlines are met.
Key Responsibilities
- Managing and supporting a small team of IFA Administrators and Paraplanners
- Overseeing workloads, workflows, and case progression
- Acting as a point of contact between advisers, support staff, and compliance
- Ensuring processes are followed and FCA standards are met
- Improving office systems, procedures, and efficiencies
- Supporting recruitment, onboarding, and training of support staff
- Handling general office management duties and day-to-day problem solving
About You
- Previous experience in an Office Manager, Practice Manager, or senior administration role within an IFA or financial services environment
- Proven people management and leadership skills
- Strong knowledge of IFA administration and paraplanning processes
- Highly organised, proactive, and confident making decisions
- Comfortable in a fully office-based role
What's On Offer
- Fully office-based role in Worcestershire with parking on site
- Early finish every Friday
- Supportive, close-knit team environment
- Opportunity to play a key role in a growing, stable IFA firm
This role would suit an experienced financial services professional looking to step into a leadership position within a respected and well-run practice.
Office Manager- Independent Financial Advisor in Droitwich employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Manager- Independent Financial Advisor in Droitwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Office Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your people management skills and IFA processes. Be ready to share specific examples of how you've improved office systems or led a team effectively. Confidence is key, so practice makes perfect!
✨Tip Number 3
Don’t just apply anywhere—focus on firms that align with your values and career goals. Check out our website for opportunities that fit your experience in financial services. Tailor your approach to show why you’re the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their success.
We think you need these skills to ace Office Manager- Independent Financial Advisor in Droitwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in office management or financial services, and don’t forget to showcase your people management skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that relate to managing teams and improving office systems, as these are key aspects of the job.
Showcase Your Organisational Skills: Since this role requires excellent organisational ability, consider including examples of how you've successfully managed workflows or improved processes in your previous positions. This will demonstrate your capability to handle the responsibilities of the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services administration and paraplanning processes. Being able to discuss these topics confidently will show that you understand the industry and can hit the ground running.
✨Showcase Your People Management Skills
Prepare examples of how you've successfully managed teams in the past. Think about specific situations where you improved team performance or resolved conflicts, as this will demonstrate your leadership abilities.
✨Demonstrate Organisational Prowess
Be ready to discuss how you’ve improved office systems and procedures in previous roles. Highlight any tools or methods you used to enhance efficiency, as this aligns perfectly with the responsibilities of the Office Manager position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
