At a Glance
- Tasks: Manage office operations and build strong client relationships in wealth management.
- Company: Reputable boutique wealth management firm with a client-first approach.
- Benefits: Competitive salary, hybrid working, and 25 days annual leave.
- Other info: Enjoy long-term stability and a professional working environment.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in administration within financial planning and excellent communication skills.
The predicted salary is between 31500 - 38500 £ per year.
Our client, a successful and well-established Boutique Wealth Management firm with an outstanding reputation for delivering tailored financial advice, is seeking an experienced and motivated Office Manager to join their growing team. This is an excellent opportunity to become part of a respected organisation that places clients at the heart of everything it does. With a strong and supportive working environment, this role also offers long-term stability.
The Role
As part of a highly professional team, you will be responsible for building and maintaining excellent client relationships and providing strong administration support to the team.
Key Responsibilities
About You
The ideal candidate will have:
- Previous administrative experience in financial planning or wealth management.
- Excellent communication and relationship-building skills.
- A client-first approach with strong attention to detail.
- A proactive and professional attitude.
What's on Offer
Competitive salary and hybrid working. Monday-Thursday 09:00-17:00, Friday 09:00-16:00, 25 days annual leave +
Office Manager Wealth Management in London employer: Todd Hayes Ltd
Todd Hayes Ltd is an excellent employer, offering a supportive work culture that prioritises safety and teamwork in the vibrant community of Shipdham, Norfolk. Employees benefit from opportunities for skill development and the potential for permanent placement, making it a rewarding environment for those looking to grow their careers. With a focus on reliability and collaboration, Todd Hayes Ltd fosters a sense of belonging and purpose among its workforce.
