Office Manager

26000.00 - 32000.00 GBP Annual + benefits inc discretionary bonus
26 Apr 2021
24 May 2021
Contract Type
Full Time
Office Manager

Derbyshire (our ref AL1037)

Salary to GBP32,000 plus discretionary bonus

My client is a professional Wealth Management organisation and they now have an exciting opportunity for an individual to join their team as Practice Manager, working closely with the Director. The role will be varied and requires excellent organisational skills along with outstanding people skills.


* Human Resources - managing team, holidays, contracts, recruitment, dealing with staff issues, holding regular 1-1 meetings, team meetings and quarterly reviews, end of year reviews, payrises, bonus etc

* Office maintenance - stationary monitoring and ordering, requesting maintenance to be completed when required, managing energy contracts, keep all office supplies stocked up with regular stocktake and purchases, deal with any issues promptly eg problems with IT / Phones etc

* Compliance - ensuring team remain compliant re data protection, check letters to ensure high quality, complete annual applications to renew various memberships eg Chartered status with CII, read updates and send out to team, complete training / attend webinars and feedback to team

* Business performance - monitoring income to business, monitoring pipeline, reviewing staff performance against targets, review quality scores

* Administration - preparing Introducer paperwork, action incoming emails (external and from team) and monitor and action incoming emails for Director

* Occasional - covering other roles during holidays / absence - assisting clients, answering calls, greeting clients, assisting with client events

* Regular meetings with Director to give an overview of all of the above and to take on adhoc tasks that may come in, diary management for Director for non clients meetings

* Finance - process invoices, make payments, research and make large office purchases / find best prices for all office outgoings, review deals, process client sales / purchases

What skills and attributes we are looking for:

* Excellent organisational skills

* Experience in team management

* Experience within the Wealth Management, Investments or Pensions industries preferred

* Excellent communication skills, both with clients and colleagues

* IT literate

* To present yourself in a smart and professional manner

* An understanding of FCA Compliance requirements

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

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