Office Manager

Office Manager

Location: Taunton, UK

Job Type: Full-time, Monday to Friday 9am to 5pm.

Salary: Circa £48,000, plus benefits

This is an excellent opportunity to work as an Office Manager for a well-established IFA practice in Bristol. This is a brand-new role, and the ideal candidate will have a strong background in office management, with specific experience in Intelliflo – Intelligent Office and Independent Financial Advisor (IFA) practice.

Key Responsibilities of the Office Manager:

• Oversee daily office operations to ensure smooth functioning.
• Manage and coordinate administrative tasks, including scheduling, correspondence, and office supplies.
• Lead and manage a team of administrative staff, IFA’s providing guidance and support.
• Implement and maintain office policies and procedures.
• Ensure compliance with regulatory requirements and company standards.
• Coordinate with other departments to facilitate effective communication and collaboration.
• Handle client inquiries and provide exceptional customer service.
• Support senior management with various administrative tasks and projects.

Requirements of the Office Manager:

• Minimum of 5 years of experience in IFA practice.
• Proven experience in Intelliflo – Intelligent Office.
• Strong leadership skills with experience managing teams.
• Excellent organisational and multitasking abilities.
• Proficiency in office software and tools (e.g., Microsoft Office Suite).
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a high level of accuracy.
• Knowledge of regulatory requirements and industry standards.

Benefits:

• Competitive salary circa £45,000.
• Comprehensive benefits package.
• Opportunity for professional growth and development.
• Convenient location in Bristol with easy access to public transportation.

Work Schedule:

• 5 days office-based for the first 6 months, then hybrid model.