OFFICE MANAGER Financial Planning Practice
OFFICE MANAGER Financial Planning Practice

OFFICE MANAGER Financial Planning Practice

Manchester Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage daily office operations and lead a team of 5 assistants.
  • Company: Join a respected firm in financial planning with a strong reputation.
  • Benefits: Enjoy flexible working, 23 days holiday, private medical insurance, and more perks.
  • Why this job: Be part of a dynamic team that values efficiency and employee well-being.
  • Qualifications: Strong communication skills and financial services experience are essential.
  • Other info: Opportunity for growth with additional holidays for length of service.

The predicted salary is between 36000 - 60000 £ per year.

Location: South Manchester

NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hire a new Office Manager.

Benefits:

  • Flexible & hybrid working
  • 23 days holidays, plus three for the Christmas shut down
  • Additional holiday for length of service
  • Length of service awards
  • Private medical insurance for you, partners & dependent children
  • Group personal pension (salary sacrifice)
  • Death in service
  • Income protection
  • Perk box - peer to peer rewards and discounts

The client is looking for an organised, proactive, and reliable candidate to oversee the day-to-day operations of the office. The ideal candidate will have excellent communication skills, a problem-solving mindset, and strong attention to detail. You will come from a strong Financial Services background, ideally an IFA Firm where you will have gained knowledge of using Back Office Systems & Provider Platforms.

Requirements:

  • Overseeing the general running of the office and the client experience
  • Managing a small team of 5 office assistants
  • HR duties (with the potential for some duties to be outsourced) including health and safety, fire safety etc and overseeing our employee reward program
  • Managing contracts and software licences
  • Overseeing office maintenance and IT issues
  • Ad Hoc duties and project work
  • Experience of financial services systems an advantage (e.g. Intelliflo), excel competent

This is a great opportunity for someone who enjoys creating efficient systems and maintaining a productive, well-run office environment. If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15813.

OFFICE MANAGER Financial Planning Practice employer: NJR Recruitment

Join a highly regarded firm of Financial Planners in South Manchester, where you will thrive in a supportive and flexible work environment that values employee well-being and professional growth. With benefits like private medical insurance, generous holiday allowances, and a culture that encourages teamwork and recognition, this role as Office Manager offers a unique opportunity to make a meaningful impact while enjoying a balanced work-life dynamic.
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Contact Detail:

NJR Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land OFFICE MANAGER Financial Planning Practice

✨Tip Number 1

Familiarise yourself with the specific financial services systems mentioned in the job description, such as Intelliflo. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness to hit the ground running.

✨Tip Number 2

Highlight your organisational skills by preparing examples of how you've successfully managed office operations in the past. Be ready to discuss specific situations where your proactive approach led to improved efficiency or problem resolution.

✨Tip Number 3

Since the role involves managing a small team, think about your leadership style and prepare to share how you motivate and support your team members. This will show that you're not just a manager, but a leader who values collaboration.

✨Tip Number 4

Research the company culture and values of the financial planning firm. Understanding their ethos will help you tailor your conversation during interviews, allowing you to align your responses with what they value most in an Office Manager.

We think you need these skills to ace OFFICE MANAGER Financial Planning Practice

Office Management
Financial Services Knowledge
Team Leadership
Communication Skills
Problem-Solving Skills
Attention to Detail
HR Management
Health and Safety Compliance
Contract Management
IT Troubleshooting
Back Office Systems Proficiency
Provider Platforms Familiarity
Project Management
Excel Competence
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly any roles where you've managed office operations or teams. Use specific examples to demonstrate your organisational skills and attention to detail.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Office Manager role and explain how your background aligns with the requirements listed in the job description. Mention your familiarity with Back Office Systems and Provider Platforms, as this is crucial for the position.

Highlight Relevant Skills: Emphasise your communication skills, problem-solving abilities, and experience with HR duties. Provide examples of how you've successfully managed teams or improved office efficiency in previous roles.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential for the Office Manager position.

How to prepare for a job interview at NJR Recruitment

✨Showcase Your Organisational Skills

As an Office Manager, your ability to organise and streamline operations is crucial. Prepare examples of how you've successfully managed office tasks or improved processes in previous roles, especially in a financial services environment.

✨Demonstrate Communication Proficiency

Excellent communication skills are key for this role. Be ready to discuss how you've effectively communicated with team members and clients, and how you handle conflicts or misunderstandings in a professional setting.

✨Highlight Problem-Solving Experiences

The job requires a proactive problem-solving mindset. Think of specific challenges you've faced in past positions and how you resolved them, particularly in relation to office management or HR duties.

✨Familiarise Yourself with Financial Services Systems

Knowledge of financial services systems like Intelliflo is advantageous. If you have experience with such platforms, be prepared to discuss it. If not, do some research to show your willingness to learn and adapt.

OFFICE MANAGER Financial Planning Practice
NJR Recruitment
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