OFFICE MANAGER Financial Planning Practice

ZipRecruiter; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A well-regarded firm of Financial Planners in South Manchester is seeking an Office Manager to oversee day-to-day operations. The successful candidate will manage office staff, ensure efficient office systems, and contribute to a productive work environment. This role requires experience in financial services and excellent organizational skills, making it an exciting opportunity for those ready to make an impact.

Benefits

Flexible & hybrid working

23 days holidays plus three for Christmas shut down

Private medical insurance

Group personal pension

Death in service benefit

Income protection

Peer to peer rewards and discounts

Qualifications

• Experience within a Financial Services background, ideally from an IFA Firm.
• Proficient with Back Office Systems & Provider Platforms.
• Experience managing teams and HR duties is beneficial.

Responsibilities

• Oversee the general running of the office and the client experience.
• Manage a small team of 5 office assistants.
• Handle HR duties including health and safety, managing contracts, and overseeing IT issues.

Skills

Communication

Problem Solving

Attention to Detail

Organisational Skills

Tools

Intelliflo

Excel

Job description

Job Description

OFFICE MANAGER - Financial Planning Practice

Location | South Manchester

NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hire a new Office Manager.

Benefits:

• Flexible & hybrid working
• 23 days holidays, plus three for the Christmas shut down
• Additional holiday for length of service
• Length of service awards
• Private medical insurance for you, partners & dependent children
• Group personal pension (salary sacrifice)
• Death in service
• Income protection
• Perk box - peer to peer rewards and discounts

Our client is looking for an organised, proactive, and reliable candidate to oversee the day-to-day operations of the office. The ideal candidate will have excellent communication skills, a problem-solving mindset, and strong attention to detail. You will come from a strong Financial Services background, ideally an IFA Firm where you will have gained knowledge of using Back Office Systems & Provider Platforms.

Requirements:

• Overseeing the general running of the office and the client experience
• Managing a small team of 5 office assistants
• HR duties (with the potential for some duties to be outsourced) including health and safety, fire safety etc and overseeing our employee reward program
• Managing contracts and software licences
• Overseeing office maintenance and IT issues
• Ad Hoc duties and project work
• Experience of financial services systems an advantage (e.g. Intelliflo), excel competent

This is a great opportunity for someone who enjoys creating efficient systems and maintaining a productive, well-run office environment. If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15813