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.