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OFFICE MANAGER Financial Planning Practice

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Job Description - OFFICE MANAGER Financial Planning Practice

OFFICE MANAGER - Financial Planning Practice

Location | South Manchester

NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hire a new Office Manager.

Benefits:

  • Flexible & hybrid working
  • 23 days holidays, plus three for the Christmas shut down
  • Additional holiday for length of service
  • Length of service awards
  • Private medical insurance for you, partners & dependent children
  • Group personal pension (salary sacrifice)
  • Death in service
  • Income protection
  • Perk box - peer to peer rewards and discounts

Our client is looking for an organised, proactive, and reliable candidate to oversee the day-to-day operations of the office. The ideal candidate will have excellent communication skills, a problem-solving mindset, and strong attention to detail. You will come from a strong Financial Services background, ideally an IFA Firm where you will have gained knowledge of using Back Office Systems & Provider Platforms.

Requirements:

  • Overseeing the general running of the office and the client experience
  • Managing a small team of 5 office assistants
  • HR duties (with the potential for some duties to be outsourced) including health and safety, fire safety etc and overseeing our employee reward program
  • Managing contracts and software licences
  • Overseeing office maintenance and IT issues
  • Ad Hoc duties and project work
  • Experience of financial services systems an advantage (e.g. Intelliflo), excel competent

This is a great opportunity for someone who enjoys creating efficient systems and maintaining a productive, well-run office environment. If this seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15813

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