Office Manager (IFA Practice)

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast.

They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level.

Job Summary

Key Duties of the role

• You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures

• You will work effectively with the management team to delegate workloads

• You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team

• You will manage new joiner and leavers implementations

• You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director

• Promote teamwork and collaboration across all departments.

Additional Duties

• The maintenance of Estates and software

• The first port of call for any ad hoc queries

• Carrying out Health and Safety Management reporting into Operations Director

• Ensuring the smooth day to day running of the office

• Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director

• The oversight of audits completed by the Senior Case Administrator

• The organisation and management of my clients external ID verification software

• To assist with any additional project work in conjunction Benefits

Group Death in service x 4

Exam Sponsorship

Group income protection

Pensions scheme

23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave.

WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time