Office Manager

My client is an Independent Wealth Management Firm who provides full financial planning services to a wide array of clients ranging from business owners, private individuals, families and trustees.

They are recruiting for an experienced Office Manager who will be responsible for the day to day running operations, whilst also providing support to the business Directors in the development of the firm.

The successful candidate must have a minimum of 3 years financial services industry experience. The RQF level 4 Diploma in Financial Planning and/or a relevant management qualification is desired but not essential.

Some of the Key responsibilities include:

• Overseeing the business functions including marketing, business development, para planning and liaising with the administration manager.
• Oversee the practice finances efficiently and within a timely manner to meet deadlines.
• Supporting the administration and compliance Managers to ensure the efficient and compliant use of the firm's back-office system, Intelligent Office (IO).
• Maintenance, and development of the Financial Planners, and providing technical support in relation to the system for other members of staff.
• Income and accounts reconciliation and uploading of invoices etc. to the company accounting system.
• Point of contact for all HMRC tax payments.
• Managing a legally compliant HR system in line with current regulations. Ensuring adequate resources are in place to meet business aims and objectives.
• Compiling Management Information reports.
• Carrying out staff appraisals and 1 to 1's.
• Promoting the profile of the business within the profession and wider communities, including managing marketing activities.
• Assisting the Directors with ad hoc company project work.

Salary £36k - £45k

Benefits include:

25 days holiday plus bank holidays.

• Pension contributions up to 5%.
• Private medical insurance.
• Paid study and development support.
• Discretionary bonus.
• Free on-site parking