Office Manager

Tate; Taunton; Hybrid; GBP 45,000; Full time

Job summary

A well-established IFA practice in Taunton is seeking an Office Manager to oversee daily operations and manage a team. The ideal candidate will have at least 5 years of experience in IFA practice and proven expertise in Investment Operations. This full-time position offers a salary of around £45,000, plus a comprehensive benefits package. Initial 6 months in-office, transitioning to a hybrid model.

Benefits

Competitive salary

Comprehensive benefits package

Professional growth opportunities

Qualifications

• Minimum of 5 years of experience in IFA practice.
• Proven experience in Investment Operations (IO).
• Strong leadership skills with experience managing teams.

Responsibilities

• Oversee daily office operations to ensure smooth functioning.
• Manage and coordinate administrative tasks.
• Implement and maintain office policies and procedures.

Skills

Team management

Organizational skills

Communication

Multitasking

Attention to detail

Tools

Microsoft Office Suite

Job description

Office Manager

Job Type:Full-time, Monday to Friday 9am to 5pm.

This is an excellent opportunity to work as an Office Manager for a well-established IFA practice in Taunton. This is a brand-new role, and the ideal candidate will have a strong background in office management, with specific experience in Investment Operations (IO) and Independent Financial Advisor (IFA) practice.

Key Responsibilities of the Office Manager:

• Oversee daily office operations to ensure smooth functioning.
• Manage and coordinate administrative tasks, including scheduling, correspondence, and office supplies.
• Lead and manage a team of administrative staff, IFA’s providing guidance and support.
• Implement and maintain office policies and procedures.
• Ensure compliance with regulatory requirements and company standards.
• Coordinate with other departments to facilitate effective communication and collaboration.
• Handle client inquiries and provide exceptional customer service.
• Support senior management with various administrative tasks and projects.

Requirements of the Office Manager:

• Minimum of 5 years of experience in IFA practice.
• Proven experience in Investment Operations (IO).
• Strong leadership skills with experience managing teams.
• Excellent organisational and multitasking abilities.
• Proficiency in office software and tools (e.g., Microsoft Office Suite).
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a high level of accuracy.
• Knowledge of regulatory requirements and industry standards.
• Opportunity for professional growth and development.
• Convenient location in Bristol with easy access to public transportation.

Work Schedule:

• 5 days office-based for the first 6 months, then hybrid model.

Name:

Please include your first and last name.

Email: @

Phone:

Please include your country code.

CV / Resume:

Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.

Office Manager (J4871) Taunton, England

Salary: GBP45000 - GBP45000 per annum + Plus excellent benefits

Office Manager

Location:Taunton, UK

Job Type:Full-time, Monday to Friday 9am to 5pm.

Salary:Circa £45,000, plus benefits

This is an excellent opportunity to work as an Office Manager for a well-established IFA practice in Taunton. This is a brand-new role, and the ideal candidate will have a strong background in office management, with specific experience in Investment Operations (IO) and Independent Financial Advisor (IFA) practice.

Key Responsibilities of the Office Manager:

• Oversee daily office operations to ensure smooth functioning.
• Manage and coordinate administrative tasks, including scheduling, correspondence, and office supplies.
• Lead and manage a team of administrative staff, IFA’s providing guidance and support.
• Implement and maintain office policies and procedures.
• Ensure compliance with regulatory requirements and company standards.
• Coordinate with other departments to facilitate effective communication and collaboration.
• Handle client inquiries and provide exceptional customer service.
• Support senior management with various administrative tasks and projects.

Requirements of the Office Manager:

• Minimum of 5 years of experience in IFA practice.
• Proven experience in Investment Operations (IO).
• Strong leadership skills with experience managing teams.
• Excellent organisational and multitasking abilities.
• Proficiency in office software and tools (e.g., Microsoft Office Suite).
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a high level of accuracy.
• Knowledge of regulatory requirements and industry standards.

Benefits:

• Competitive salary circa £45,000.
• Comprehensive benefits package.
• Opportunity for professional growth and development.
• Convenient location in Bristol with easy access to public transportation.

Work Schedule:

• 5 days office-based for the first 6 months, then hybrid model.

Name:

Please include your first and last name.

Email: @ Phone:

Please include your country code.

CV / Resume:

Eligibility: Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. ;

Office Manager (J4871) Taunton, England

Thank you for submitting your application.