Hybrid Office & Operations Manager — Wealth Management

Fram Search; West of England; Hybrid; GBP 42,000 - 62,000; Full time

Job summary

Fram is working with an established independent financial planning firm to recruit an experienced Office Manager to support the continued development of its business. The role is hybrid, combining people management, operational oversight and involvement in projects that improve how the firm operates.

You will oversee a paraplanning team, support the administration function and drive efficiencies across the business, with a focus on client service, staff development and technology-led process

Qualifications

• Experience managing teams within an IFA or wealth management environment.
• Strong organisational and stakeholder management skills.
• Experience with technology projects and process improvement.

Responsibilities

• Oversee paraplanning team and administration function.
• Lead HR matters including recruitment and staff development.
• Drive operational and technology projects to improve efficiency across the business.
• Collaborate with senior colleagues to maintain high client service standards.

Skills

People management

Operations management

HR management

Recruitment

Job description

Fram is working with an established independent financial planning firm to recruit an experienced Office Manager to support the continued development of its business. The role is hybrid, combining people management, operational oversight and involvement in projects that improve how the firm operates.

You will oversee a paraplanning team, support the administration function and drive efficiencies across the business, with a focus on client service, staff development and technology-led process