Office Manager - PMI / Life Insurance

Staff Source; Belfast; Remote; GBP 35,000 - 40,000; Full time

Job summary

A well-established Financial Services Practice in Belfast is seeking an experienced Office Manager to oversee a small team and ensure operational efficiency. Responsibilities include client management, improving internal processes, and supporting the advisory team. The ideal candidate will have a background in financial administration and excellent organizational skills. The position offers a competitive salary of £35,000 to £40,000 with benefits including remote work and private medical insurance.

Benefits

28 days holiday

Pension

Private Medical Insurance

Death in Service Benefit

Supportive work environment

Qualifications

• Previous experience in Financial Services, Insurance, Mortgages, or Professional Services administration.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills.
• Confidence using Google Workspace and spreadsheets.

Responsibilities

• Remotely manage a small team of Administrators.
• Coordinate client applications for insurance policies.
• Liaise with advisers and providers to progress cases.
• Maintain and improve internal systems and processes.
• Manage workflow and case tracking via CRM platforms.

Skills

Insurance Knowledge

Administration

Office Management

Tools

Google Workspace

CRM systems

Job description

My client is a well-established, locally owned Financial Services Practice specialising in Life Insurance, Critical Illness, Income Protection and Business Protection for company directors and SME clients across the UK.

They have built up a reputation for professional excellence and client trust. Due to year-on-year growth and continued expansion, they seek to appoint a high-calibre Office Managerto join their operations team on a full-time permanent basis. You’ll play a key/integral role in keeping the advisory business running efficiently, managing a small team of administrators, supporting advisers, clients and insurers, while ensuring the business maintains its high standards of compliance and client service.

You will be equally comfortable handling administration, supporting advisers and taking the initiative to improve internal processes. Whether you are a skilled Client Services Executive or an experienced Office Manager from a financial administration background you’ll be ready for a new challenge.

Typical responsibilities

• Remotely managing a small team of Administrators.
• Coordinating client applications for Life, Critical Illness, Income Protection and Private Medical Insurance policies.
• Liaising with advisers, underwriters and providers to progress cases and resolve queries.
• Preparing client documentation and ensuring regulatory accuracy (including Demands & Needs letters).
• Maintaining and improving internal systems and processes (Google Workspace and Sheets currently in use).
• Managing workflow, reporting and case tracking via CRM platforms.
• Supporting Directors with operational, compliance and project tasks.
• Contributing ideas and structure as the business continues to scale.

Qualifications

• Previous experience in Financial Services, Insurance, Mortgages, or Professional Services administration. Some management experience preferred, but not essential.
• Strong organisational skills and an eye for detail.
• Excellent written and verbal communication.
• Confidence using Google Workspace, spreadsheets and CRM systems (and the ability to learn new ones quickly).
• A self-motivated approach and comfortable working independently.
• A genuine interest in developing within a growing business — whether that means mastering client administration or stepping up into operational management.

Client is offering an attractive package to reflect skills and experience. Starting salary £35,000 to £40,000 on offer. Monday to Friday, 9am to 5pm, Work From Home (WFH). 28 days holiday, Pension, Private Medical Insurance, Death in Service Benefit. Supportive, professional environment that offers autonomy.

Interested? Please forward your CV to Bill Ashe at Staff Source.

Skills

• Insurance Knowledge
• Administration
• Office Management

Benefits

• Work From Home