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Office Manager - Financial Services
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Office Manager
We are working with a multi award winning, national financial planning organisation to recruit an Office Manager. Our client is a market leading business with offices across the UK; they have grown substantially over the past few years and have an exceptional reputation across the South West of England.
This is a great opportunity for someone who enjoys leading people, keeping things organised and making sure a busy office runs smoothly. You’ll be responsible for overseeing a team of Administrators and Paraplanners, supporting their development and ensuring the wider team receives an efficient, high-quality service.
The opportunity
- Ownership of the day-to-day running of the team: Ensuring workloads are well managed, deadlines are met, and standards remain high.
- Collaboration with Financial Advisers and senior stakeholders: Helping to resolve issues, improve processes, and ensure the team has everything it needs to perform at its best.
- People management: Coaching and developing your team, holding regular one-to-ones, supporting performance, and helping create a positive, collaborative working environment.
- Opportunities for improvement: Scope to improve processes, increase efficiency, and find better ways of working.
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What we're looking for
- Previous line management, supervisory, or office management experience.
- Confidence in managing people in a busy, deadline-driven environment.
- Ideally, experience within financial services, financial planning, paraplanning, or client services, with a good understanding of the importance of accuracy, compliance, and excellent client service.
- Experience with IO would be advantageous, along with a good understanding of FCA requirements.
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What's on offer
- Basic to £45,000 depending on experience.
- Hybrid working available.
- 25 days' holiday + bank holidays.
- Your birthday off.
- Pension, life assurance, and income protection.
- Flexible benefits.
- A collaborative and supportive working environment.
- Excellent opportunity to develop your management career within an established financial services business.
If you’re an experienced Office Manager, Team Leader, or Supervisor looking for a role where you can genuinely make a difference to a team and the wider business, we’d love to hear from you.
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