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- Tasks: Manage daily office operations and support a growing team in a financial advisory firm.
- Company: Established financial advisory firm with a strong growth trajectory.
- Benefits: Competitive salary, private healthcare, life insurance, pension, and generous holiday allowance.
- Why this job: Join a dynamic team and play a key role in driving business success.
- Qualifications: Experience in office management or administration within financial services is preferred.
- Other info: Full-time role with potential for part-time; excellent career development opportunities.
The predicted salary is between 32000 - 36000 £ per year.
Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:IFA Office Manager
Location:Derbyshire (Office-based)
Salary: £32,000 £36,000 per annum (DOE)
Benefits:
- BUPA private healthcare (after 6 months)
- Life insurance
- Pension
- 25 days annual holiday + bank holidays
- Office closes over Christmas
- Contract: Full-time (Monday to Friday, 9am 5pm). Part-time considered.
About the Role:
An established and growing financial advisory firm is seeking an experienced Office Manager to oversee the day-to-day operations of the practice. With the business expanding by 45% over the last two years, the firm is now looking for someone with strong organisational and leadership skills to support continued growth.
This role will suit an individual with prior experience in an IFA or professional services environment who enjoys balancing operational responsibilities with staff management and client service.
Responsibilities:
- Overseeing the day-to-day running of the office, ensuring smooth workflow and effective processes.
- Supporting a team of administrators and paraplanners, delegating and prioritising workloads.
- Acting as the main point of contact for operational matters within the firm.
- Implementing and maintaining office procedures to improve efficiency.
- Monitoring service standards and ensuring client service remains at a high level.
- Assisting with compliance tasks, record-keeping, and systems management.
- Liaising with advisers, staff, and clients to support the delivery of financial planning services.
- Supporting senior management with business projects and initiatives as required.
The Ideal Candidate Will Have:
- Previous experience in an Office Manager, Team Leader, or Senior Administrator role, ideally within an IFA or financial services environment.
- Strong organisational skills with the ability to prioritise workloads and manage multiple tasks.
- Excellent communication skills with a collaborative leadership style.
- Familiarity with financial planning processes, platforms, and systems (training provided on bespoke systems).
- Proactive and solutions-focused, with a desire to support business growth and operational excellence.
How to Apply:
If this role sounds like a great fit, please submit your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.
Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Office Manager in Buxton, Derbyshire employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Office Manager in Buxton, Derbyshire
✨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 IFA Office Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you're the perfect fit for their team during the interview process.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to leadership and operational management. We recommend doing mock interviews with friends or family to build your confidence and refine your responses.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace IFA Office Manager in Buxton, Derbyshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Office Manager role. Highlight your experience in office management and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Showcase Your Leadership Skills: Since this role involves overseeing a team, don’t forget to showcase your leadership experience. Share examples of how you've successfully managed teams or projects in the past. We love seeing proactive candidates who can inspire others!
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A touch of warmth and authenticity can make your application stand out. Remember, we’re looking for someone who fits well with our team culture!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know the Company Inside Out
Before your interview, take some time to research the financial advisory firm. Understand their values, recent achievements, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Organisational Skills
As an Office Manager, strong organisational skills are key. Prepare examples from your past experience where you've successfully managed multiple tasks or improved office processes. Be ready to discuss how you prioritise workloads and ensure smooth operations.
✨Demonstrate Leadership Qualities
The role requires a collaborative leadership style. Think of instances where you've led a team or supported colleagues in achieving goals. Highlight your ability to delegate effectively and maintain high service standards, as this will resonate well with the interviewers.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's growth plans, team dynamics, or specific challenges they face. This shows that you're not just interested in the job, but also in how you can contribute to their success.
