Office Manager

• Job Type: Full-time, permanent
• Location: Office-based
• Salary: Competitive, dependent on experience

An exciting opportunity has arisen for an experienced Office Manager to join a growing business within financial planning and legal services. This is a varied, fast-paced position that will support the Director, oversee day-to-day operations, improve internal processes, and help deliver an excellent client experience. Temporary project support may also be considered for the right person.

Day-to-day of the role

• Manage a complex and changing diary, coordinating meetings, appointments, travel, events, and business commitments.
• Act as a key point of contact for clients, suppliers, and stakeholders, ensuring a professional and responsive service.
• Oversee inbox management, track actions and deadlines, and follow up on outstanding tasks to keep priorities on schedule.
• Support the smooth running of the office by maintaining administration processes, improving procedures, and helping create operational structure.
• Coordinate client administration, including arranging appointments, issuing documentation, gathering information, and maintaining accurate records.
• Monitor the progress of client files through each stage of the process, ensuring compliance and confidentiality at all times.
• Lead and support the digitisation of paper-based records, including scanning, uploading, organising, and maintaining electronic files within case management systems.
• Assist with business development activity through client outreach, follow-up communications, and coordination with external marketing support.

Required Skills & Qualifications

• Previous experience as an Office Manager, PA, Executive Assistant, or within a similar business support role.
• Strong administration and organisational skills, with the ability to manage multiple priorities in a busy environment.
• Experience supporting senior stakeholders, directors, or business owners.
• Excellent written and verbal communication skills, with a professional and client-focused approach.
• Strong stakeholder management skills and the ability to build effective working relationships.
• Advanced Microsoft Office skills, including Outlook, Word, Excel, and PowerPoint.
• Ability to work independently, use initiative, and take ownership of workloads.
• High attention to detail, strong problem-solving ability, and a focus on process improvement.
• Ability to handle confidential and sensitive information with discretion.
• Experience within financial services, legal services, wills and probate, compliance, or another regulated environment would be advantageous, as would exposure to Clio, LEAP, Orchestra, or similar systems.

Benefits

• Competitive salary, dependent on experience.
• Opportunity to work closely with the Director as a trusted right-hand support.
• Varied Office Manager role with scope to improve processes and make a visible impact.
• Chance to join a growing business and contribute to its future development.