Kathryn L Wilkinson Wealth Management LTD
Office Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Kathryn L Wilkinson Wealth Management Ltd is dedicated to building long-term client relationships based on trust, ethical advice, and high-quality service. The firm focuses on clear, pragmatic guidance to help individuals understand and manage their financial planning, including protection, investments, and pensions. Each wealth management plan is tailored to the client’s circumstances and aligned with current government legislation. Kathryn L Wilkinson Wealth Management Ltd is an Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority, and advises solely on the group’s products and services.
Role Description
The Office Manager is a full-time, on-site role based in Greater Manchester, responsible for overseeing daily office operations and ensuring a professional, well-organized working environment. This role includes managing office administration, coordinating schedules and meetings, maintaining office equipment and supplies, and supporting the wider team with administrative tasks. The Office Manager will act as a first point of contact for clients and partners, providing responsive and courteous customer service and managing incoming communications. Additional responsibilities include maintaining records and filing systems, assisting with basic compliance and documentation processes, and contributing to process improvements that support efficient, client-focused service.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Qualifications
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Strong Communication skills, including clear written and verbal communication and professional telephone etiquette.
- Proficiency in Administrative Assistance and Office Administration, including scheduling, record-keeping, and document management.
- Ability to effectively use and maintain Office Equipment and standard office software (e.g., word processing, spreadsheets, email).
- Demonstrated Customer Service skills, with a focus on building positive relationships and handling enquiries in a courteous, efficient manner.
- Relevant experience in office management or administrative roles, ideally within financial services or professional services environments.
- Strong organizational skills, attention to detail, and the ability to prioritize tasks and meet deadlines.
- Comfort working with confidential information in line with regulatory and data protection requirements.
- Educated to a suitable level.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills