Office Manager

Brantham – Onsite

£40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship-Led Culture

Are you a Level 4 qualified or part-qualified financial services professional with strong organisational skills and experience managing office workflows within an IFA environment?

This is a fantastic opportunity to join a well-established Independent Financial Advice practice that has been operating since the 1980s, offering a stable, supportive, and relationship-focused working environment.

The business has built a strong reputation through long-term client relationships and a personalised approach to financial planning. With a small close-knit team of advisers, administrators, and support staff, the culture is collaborative, professional, and less sales-driven than larger corporate firms.

The successful candidate will play a key role in supporting the advisers, overseeing office operations, and managing administrative workflows to ensure the smooth running of the practice.

The Role:

*Manage day-to-day office workflows and operational processes

*Support Financial Advisers with client servicing and administration coordination

*Oversee and manage a team of 3 administrative staff

*Ensure client cases progress efficiently and compliantly through the business

*Maintain strong organisational standards across the office

*Act as a key point of coordination between advisers, administrators, and clients

*Support the continued smooth running of a busy IFA practice

The Person:

*Level 4 qualified or part-qualified in Financial Planning

*Previous experience within an IFA or financial services environment

*Strong organisational and workflow management skills

*Experience supporting advisers and coordinating administration processes

*Professional and relationship-focused approach

*Ability to work collaboratively within a smaller team environment

*Strong communication and leadership skills