Office Manager

Saltus; Truro; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

25 days holiday

Pension

Life assurance

Income protection

Flexible benefits platform

Birthday off

Job summary

Saltus is seeking an organised Office Manager to lead our Truro team, overseeing Administrators and Paraplanners and ensuring high-quality service for financial planners and clients.

Based from the Truro office with flexible working pattern, you will embed best practices, optimise processes and drive service excellence to maintain top client outcomes.

Qualifications

• Strong operational oversight in financial services and client support.
• Proven leadership and team management within financial services.
• Excellent stakeholder management with leadership, training and support teams.
• Strategic and organised, able to manage multiple priorities in a fast-paced environment.
• Strong attention to detail ensuring accuracy and consistency in processes.
• Excellent verbal and written communication with a client-focused approach.
• Familiarity with FCA regulations and compliance standards in financial advice firms.
• Strong IT skills with experience of IO and Genovo advantageous.

Responsibilities

• Lead, support and develop a team of Administrators and Paraplanners, fostering a positive culture.
• Conduct regular one-to-one meetings, provide coaching and feedback.
• Manage workloads and resources to ensure timely support for Advisers.
• Monitor performance, quality and service standards; drive efficiency improvements.
• Plan capacity and allocate workflow to meet service levels and objectives.
• Recruitment, onboarding and development of team members in collaboration with Branch Manager.
• Ensure structured inductions for new starters; support smooth integration.
• Act as main day-to-day contact for team queries and escalations.

Skills

Operational oversight

Leadership

Stakeholder management

Strategic planning

Attention to detail

Communication skills

FCA regulations familiarity

IT skills IO Genovo

Tools

IO

Genovo

Job description

We are seeking a highly organised and proactive Office Manager to lead and support our Truro team within Abacus. This role is responsible for the day-to-day management of a team of Administrators and Paraplanners, ensuring the delivery of an efficient, high-quality service that supports our Financial Planners and clients.

As part of the Saltus Group, Abacus specialises in supporting independent advisers through a highly resourced, collaborative model that allows them to focus on what matters most - providing outstanding advice and service to their clients. Our structure provides advisers with the tools, systems, compliance support, and back-office assistance they need to run efficient, successful practices without compromising their independence.

Operating in a fast-paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high-quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support.

Why Saltus?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.

We are a successful LLP, with a number of different offices. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

Saltus is an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £11.9 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

The Office Manager is responsible for:

• Lead, support and develop a team of Administrators and Paraplanners, creating a positive and collaborative team culture.
• Hold regular one-to-one meetings and development conversations, providing coaching, feedback and support to help team members succeed.
• Manage team workloads and resources to ensure Advisers receive timely and effective support.
• Monitor team performance, quality and service standards, addressing any issues and identifying opportunities to improve efficiency.
• Manage team capacity, through resource planning and workflow allocation to ensure service levels and business objectives are achieved.
• Take ownership of recruitment, onboarding and ongoing development of team members, working closely with the Branch Manager and People team where required.
• Ensure new starters receive a structured and welcoming induction, helping them settle quickly into their role and the wider business.
• Act as the main point of contact for day-to-day team queries, issues and escalations, providing guidance and resolving challenges where needed.
• Work closely with Advisers, the Branch Manager and other stakeholders to understand priorities, manage capacity and ensure work is delivered effectively.
• Oversee the delivery of administration and paraplanning services, ensuring a high standard of support for both Advisers and clients.
• Ensure client work is completed accurately, efficiently and in line with regulatory and company requirements.
• Look for ways to improve processes, systems and ways of working, helping the team work smarter and deliver a consistently high level of service.
• Maintain oversight of key team metrics and provide regular updates to the Branch Manager on performance, capacity and any operational challenges.
• Build strong relationships across the business, working collaboratively with Advisers, Compliance and other support teams.
• Support business projects, change initiatives and system improvements as required.
• Promote a culture of teamwork, accountability, continuous improvement and excellent client service.

What skills and experience do I need to have?

To be successful in this role, the ideal candidate will have:

• Strong operational oversight with experience in financial planning, paraplanning, and client support.
• Proven leadership and team management within financial services, ensuring efficiency and service excellence.
• Excellent stakeholder management, collaborating with leadership, training, and support teams.
• Strategic and organised, able to manage multiple priorities in a fast-paced environment.
• Strong attention to detail, ensuring accuracy and consistency in all processes.
• Excellent communication skills with a client-focused approach to enhance Adviser and client experiences.
• Familiarity with FCA regulations and compliance standards within financial advice firms.
• Have strong IT skills; experience of IO and Genovo are advantageous

This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support.

As the Office Manager, you would generally have / be (Person Spec):

• Approachable leader with a strong focus on delivering an excellent client experience.
• Thrives in a busy environment, managing deadlines while staying calm.
• Strong attention to detail with a focus on accuracy and clear communication.
• Excellent verbal and written communication, including proofreading and grammar skills.
• Proactive approach to solving operational challenges.

Where will I be working?

We are looking for someone to be based from our Truro office the majority of the week between the hours of 09.00-17.00. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it.

What benefits do I get when working for Saltus?

The salary is between £35,000-£45,000 per year depending on experience, alongside 25 days’ holiday (plus bank holidays) + your birthday off, a pension, life assurance and income protection cover as well as access to our flexible benefits platform.

Just as importantly, you'll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 350+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch... we'd love to hear from you!