Office Manager

We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team.

Overview of duties:

Administrative Support:

• Manage and coordinate schedules, meetings, and appointments for advisors and client relationship managers.
• Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests.
• Act as the primary point of contact for administrative inquiries and support needs.

Client Relationship Support:

• Assist in preparing materials for client meetings, such as reports, presentations, and follow-up documentation.
• Handle incoming client inquiries with professionalism, routing them to the appropriate team member as needed.
• Coordinate and track client communications to maintain high service standards.

Team Coordination:

• Organize team meetings, events, and training sessions to enhance collaboration and professional development.
• Maintain and update team records, including performance metrics and compliance documentation.

Financial and Reporting Duties:

• Manage budgets, and process invoices for approval.
• Support the preparation of operational and client-related reports as needed.

Person specification 

Knowledge, skills and abilities:

• Strong organizational and multitasking skills, with attention to detail.
• Excellent interpersonal and communication abilities.
• Proficiency in office software (e.g., Microsoft Office Suite, CRM systems).
• Knowledge of financial industry regulations and client confidentiality standards is a plus.
• Problem-solving mindset and ability to work independently under minimal supervision.

Education / and or Experience

• At least 3 years of experience in office management, preferably in the financial or wealth management industry.
• Experience with Dynamic Planner and Intelligent Office or Curo systems.
• Relevant Financial Services qualifications.

Key information:

Hours: 35 hours

Location: Bromsgrove, Hybrid 

If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.

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