IFA Office Manager

IDEX Consulting; Newcastle-under-Lyme; On-site; GBP 38,000 - 45,000; Full time

Job summary

A leading financial services firm in Newcastle-under-Lyme is seeking an Office Manager with financial advisor experience. The successful candidate will support the operations team, manage a team of support staff, handle escalated client issues, and ensure adherence to compliance standards. With a focus on fostering performance, collaboration, and operational excellence, this role offers a salary of up to £45k along with a comprehensive benefits package.

Benefits

Comprehensive benefits package

Attractive salary

Qualifications

• Experience in office management or senior administration in an independent financial advice business.
• Dealing with third-party providers.
• Proven experience within Financial Services.
• Confidential, reliable, and trustworthy.
• Excellent time management skills.

Responsibilities

• Handle escalated client experience issues and liaise with directors.
• Ensure client requests are dealt with effectively.
• Instil performance management culture with HR.
• Act as escalation point for staff issues.
• Manage staff workloads and task management.

Skills

Office management experience

Financial services background

Line management experience

Organizational skills

Attention to detail

Ability to influence and build relationships

Self-motivation

Understanding of Compliance

Job description

About the role

My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme. The successful candidate will support the operations team and Directors to ensure the smooth day to day running of the business, acting as key point of contact for escalated issues and support with their resolution. They will be responsible for managing a team of IFA support staff effectively, and ensuring all processes and procedures are adhered to, fostering accountability and operational excellence.

Key Responsibilities

• Handling escalated client experience issues and liaising with directors as appropriate for resolution
• Ensure that all client requests and related tasks are dealt with professionally and effectively, delivering a positive experience for clients
• Working in partnership with HR to instil a culture and discipline of performance management, setting clear performance objectives, where team members are regularly encouraged and appraised on their performance, highlighting, and celebrating excellence, identifying strengths and addressing under performance
• Act as escalation point for all staff and assist managers to help them identify issues
• Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business
• Ensuring all back-office systems and procedures are kept up to date and that staff are using systems effectively
• Management of staff workloads and task management day to day
• Delivering training on processes and procedures for internal data management
• Management of office facilities
• Working with the Directors, ensuring regular communications are maintained with internal and external stakeholders including the management of logistics for these
• Line Managing support staff

Qualifications

Candidates need to have experience of office management or senior ifa administration experience from within an independent financial advice business.

• Experience dealing with third party providers
• Proven experience within Financial Services
• Line Manager experience
• Confidential, reliable, and trustworthy
• Ability to influence, persuade and build good relationships with people at all levels of the business
• Self-motivation, resilience and a clear focus on attention to detail and high-quality output
• Ability to work collaboratively with the first line manager colleagues and build strong relationships and networks
• Excellent organisational skills and able to adapt to changing priorities with strong time management skills and positive outlook
• Understanding and knowledge of Compliance requirements and FCA guidelines

Benefits

The company offers a comprehensive benefits package with an attractive salary up to £45k.

Contact

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.