James Phillip Financial Recruitment is pleased to be working with a local, successful employee owned IFA firm. The Role
The successful candidate will play an important role in the day-to-day running of the business, providing support across office management, client services and general administration. You will act as a key point of contact for clients, suppliers and colleagues, helping to ensure the office operates efficiently and that clients receive a professional and welcoming experience. The role is varied and will involve responsibility for office facilities, supplier management, client communications, adviser support and a range of general administrative duties. Key Responsibilities
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Supporting the smooth day-to-day running of the office. ·
Managing office suppliers and services, including stationery, office supplies and maintenance providers. ·
Monitoring and processing supplier invoices and maintaining expenditure records. ·
Maintaining office stock levels and ensuring facilities remain presentable and well organised. ·
Processing incoming and outgoing post. ·
Welcoming clients and visitors to the office and providing refreshments when required. ·
Managing incoming telephone enquiries and directing calls appropriately. ·
Monitoring shared business inboxes and responding to enquiries. ·
Supporting advisers with client review activity, appointment booking and client communications. ·
Coordinating client engagement initiatives including review requests, birthday cards and client gifts. ·
Organising team events and seasonal client activities. ·
Completing routine health and safety checks and maintaining office records. ·
Producing and updating internal management reports and spreadsheets. ·
Supporting wider operational and administrative projects as required.
What We Are Looking For
Essential
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Previous administration experience. ·
Excellent organisational skills and attention to detail. ·
Strong written and verbal communication skills. ·
Good knowledge of Microsoft Office, particularly Outlook, Word and Excel. ·
Ability to manage multiple priorities and work independently. ·
Professional, reliable and confident approach. ·
A positive attitude and willingness to support colleagues across the business. Desirable
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Experience in a financial services or professional services environment. ·
Experience dealing with suppliers, facilities management or office administration. ·
Experience working in a client-facing role. What We Offer
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25 days holiday plus bank holidays ·
Bonus scheme ·
Participation in our Employee Ownership Trust profit share scheme ·
Pension contributions ·
Life insurance ·
Income protection ·
Private medical insurance ·
Supportive and collaborative team environment ·
Our office hours are 8.30am to 4.15pm Monday to Thursday and 8.30am to 12.30pm on Fridays.
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Office Manager & Client administrator in Gloucester employer: James Phillip Financial Recruitment
Join a local award-winning Chartered Wealth company that prioritises employee growth and development, offering a clear pathway to advance into key leadership roles such as the SMF16 Compliance Oversight Function holder. With a strong commitment to compliance excellence and a supportive work culture, employees benefit from ongoing training, a collaborative environment, and the opportunity to make a meaningful impact in the financial services sector while upholding the highest industry standards.
Contact Details:
James Phillip Financial Recruitment Recruitment Team
