We are looking for an organised, proactive and confident Office Manager to oversee the day-to-day running of our busy financial services office.
This is a key role supporting our advisers and administration team, ensuring the office operates efficiently, delivers excellent client service and maintains high operational and compliance standards.
Key Responsibilities
- Manage the day-to-day running of the office.
- Lead, support and coordinate the administration team.
- Allocate workloads and monitor workflow, priorities and SLAs.
- Support advisers with the effective delivery of mortgage, protection and wealth administration.
- Monitor outstanding cases, client actions and service requirements.
- Hold regular team meetings and one-to-ones.
- Support recruitment, onboarding, training and employee development.
- Monitor performance, attendance and agreed KPIs.
- Ensure company processes, procedures and compliance standards are followed.
- Act as an escalation point for operational, adviser and client service issues.
- Identify opportunities to improve efficiency, consistency and client service.
- Oversee general office facilities, health & safety and professional standards.
About You
Ideally, you will have experience within financial services, mortgages, protection or wealth management, together with previous team leadership or management experience.
You will be:
- Highly organised with excellent attention to detail.
- Confident managing people, workloads and priorities.
- Comfortable working in a busy, deadline-driven environment.
- A strong communicator who can work effectively with advisers, employees and senior management.
- Client-focused with a strong understanding of the importance of compliance and good client outcomes.
- Proactive, solutions-focused and comfortable taking ownership.
Why Join Us?
This is an excellent opportunity for someone who enjoys bringing structure to a busy office, developing people and improving how things work.
You will play an important role in ensuring our advisers and support teams have the structure, processes and support they need to deliver an excellent service to our clients.
Pay: £30,000.00-£40,000.00 per year
Work Location: In person
