Job Title: Office Manager

Industry: Financial Planning

Location: Cardiff

Salary: up to £40,000

Job Reference: 10652

Job Description:

Recruit UK are working on an exciting opportunity for an Office Manager to join a Financial Planning firm in Cardiff.

Our client is an independent financial planning firm, who specialise in offering advice to clients across South Wales region. As their office and client base continues to grow, they are looking to bring on an Office Manager to join the back office team. You will be managing and overseeing the administration and paraplanning team on a day to day basis, alongside the Operations Manager.

Duties:

• Lead, manage and support a team of approx. 12 back office staff
• Hold 121 meeting with your team to monitor development, well being and performance
• Monitor workload and capacity within the team
• Help to improve process and identify opportunity for change
• Support with recruitment, onboarding and training

Benefits:

• Competitive salary of up to £40,000
• Discretionary bonus scheme
• Flexible benefits scheme
• 25 days annual leave
• Birthday day off
• Hybrid working
• Death in service
• 5% pension contribution
• Training opportunity to progress career
• Exam funding and support
• Cycle to work scheme

Skills and experience required:

• Experience working in a Financial Planning practice, supporting a team of administrators and/or Paraplanners
• Good understanding of the back office process and support required by Financial Advisers
• Strong people management skills inc. 121’s, work allocation and performance management