Office Manager
Location: Taunton, UK
Job Type: Full-time, Monday to Friday 9am to 5pm.
Salary: Circa £45,000, plus benefits
This is an excellent opportunity to work as an Office Manager for a well-established IFA practice in Bristol. This is a brand-new role, and the ideal candidate will have a strong background in office management, with specific experience in Investment Operations (IO) and Independent Financial Advisor (IFA) practice.
Key Responsibilities of the Office Manager:
* Oversee daily office operations to ensure smooth functioning.
* Manage and coordinate administrative tasks, including scheduling, correspondence, and office supplies.
* Lead and manage a team of administrative staff, IFA’s providing guidance and support.
* Implement and maintain office policies and procedures.
* Ensure compliance with regulatory requirements and company standards.
* Coordinate with other departments to facilitate effective communication and collaboration.
* Handle client inquiries and provide exceptional customer service.
* Support senior management with various administrative tasks and projects.
Requirements of the Office Manager:
* Minimum of 5 years of experience in IFA practice.
* Proven experience in Investment Operations (IO).
* Strong leadership skills with experience managing teams.
* Excellent organisational and multitasking abilities.
* Proficiency in office software and tools (e.g., Microsoft Office Suite).
* Strong communication and interpersonal skills.
* Ability to work independently and as part of a team.
* Detail-oriented with a high level of accuracy.
* Knowledge of regulatory requirements and industry standards.
Benefits:
* Competitive salary circa £45,000.
* Comprehensive benefits package.
* Opportunity for professional growth and development.
* Convenient location in Bristol with easy access to public transportation.
Work Schedule:
* 5 days office-based for the first 6 months, then hybrid model.