Job Description
We are working with a multi award winning, national financial planning organisation to recruit an Office Manager. Our client is a market leading business with offices across the UK; they have grown substantially over the past few years and have an exceptional reputation across the South West of England.
This is a great opportunity for someone who enjoys leading people, keeping things organised and making sure a busy office runs smoothly. You’ll be responsible for overseeing a team of Administrators and Paraplanners, supporting their development and ensuring the wider team receives an efficient, high-quality service.
The opportunity
You’ll take ownership of the day-to-day running of the team, making sure workloads are well managed, deadlines are met and standards remain high. You’ll work closely with Financial Advisers and senior stakeholders, helping to resolve issues, improve processes and ensure the team has everything it needs to perform at its best.
A big part of the role will be people management - coaching and developing your team, holding regular one-to-ones, supporting performance and helping create a positive, collaborative working environment.
There’s also plenty of scope to make the role your own, particularly around improving processes, increasing efficiency and finding better ways of working.
What we're looking for
You’ll need previous line management, supervisory or office management experience and be confident managing people in a busy, deadline-driven environment.
Ideally, you’ll also have experience within financial services, financial planning, paraplanning or client services, with a good understanding of the importance of accuracy, compliance and excellent client service.
Experience with IO would be advantageous, along with a good understanding of FCA requirements.
What's on offer?
- Basic to £45,000 depending on experience
- Hybrid working available
- 25 days' holiday + bank holidays
- Your birthday off
- Pension, life assurance and income protection
- Flexible benefits
- A collaborative and supportive working environment
- Excellent opportunity to develop your management career within an established financial services business
If you’re an experienced Office Manager, Team Leader or Supervisor looking for a role where you can genuinely make a difference to a team and the wider business, we’d love to hear from you.
Office Manger - Financial Services in Truro employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
