Office Manager

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 that is looking to engage with an experienced Office Manager to support the continued development of its business. The role combines people management, operational oversight and involvement in projects designed to improve how the firm operates. The role is hybrid.

The position involves overseeing a paraplanning team, supporting the wider administration function and ensuring that work progresses efficiently across the business. There is a strong emphasis on developing colleagues, maintaining high standards of client service and ensuring Financial Planners receive the technical and administrative support they need.

Alongside day-to-day management responsibilities, the role includes overseeing HR matters, supporting recruitment and staff development, and helping to improve internal processes. The successful individual will also be involved in operational and technology projects, including reviewing systems, introducing efficiencies and exploring how new technology can improve the way the business works.

This may appeal to an experienced Office Manager, Operations Manager or senior individual from a financial planning business who enjoys combining people management with operational improvement. Previous experience managing teams within an IFA or wealth management environment would be particularly beneficial, together with an understanding of the financial planning process.

The firm is looking for someone who is organised, approachable and confident managing people, while also being commercially aware and comfortable working with senior colleagues. An interest in technology, process improvement and developing efficient ways of working will be important.

The role offers the opportunity to take on broad responsibility within a collaborative financial planning business and contribute to its continued development.

Applicants must have the right to work in the UK.