At a Glance
- Tasks: Oversee daily office operations and support a collaborative team delivering exceptional client service.
- Company: Dynamic financial planning firm with a focus on teamwork and client satisfaction.
- Benefits: Competitive salary, hybrid working, 28 days holiday, and excellent benefits.
- Other info: Join a supportive culture that values proactive problem-solving and teamwork.
- Why this job: Make a real difference in a people-focused environment while developing your organisational skills.
- Qualifications: Experience in office management or operations, preferably in financial services.
The predicted salary is between 25000 - 32000 £ per year.
Looking for a role where you can genuinely make a difference? We're recruiting on behalf of a successful financial planning business seeking an experienced Office Manager to oversee the smooth day-to-day running of a busy office while supporting a collaborative team delivering exceptional service to clients. This is a varied role combining office management, team coordination, client service and operational support. You'll be the person who keeps everything running efficiently, ensuring colleagues have what they need to deliver an outstanding client experience. If you're highly organised, proactive and enjoy working in a people-focused environment, we'd love to hear from you.
The Role
- Managing the day-to-day operation of the office and ensuring everything runs smoothly
- Acting as the first point of contact for office facilities, suppliers and contractors
- Coordinating office resources, equipment and workplace readiness
- Supporting client service and administration teams with operational processes
- Overseeing the progress of client cases and ensuring work flows efficiently
- Maintaining accurate records and ensuring regulatory documentation is completed
- Supporting colleague onboarding and day-to-day team coordination
- Helping foster a positive, collaborative office culture
- Ensuring compliance with internal processes and FCA regulatory requirements
- Providing administrative support across the business where required
About You
We're looking for someone who enjoys organising people and processes while delivering an exceptional level of service. You'll ideally have:
- Previous Office Manager, Practice Manager or Operations experience
- Experience within financial services, wealth management or another regulated environment
- Excellent organisational and time management skills
- Strong communication and relationship-building abilities
- High attention to detail
- Confidence using Microsoft Office and CRM systems
- The ability to prioritise multiple tasks in a fast-paced environment
- A proactive, positive and solutions-focused approach
What's on Offer
Competitive salary from £45,000, depending on experience. Hybrid working. 28 days holiday plus.
