Job Description 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.
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