2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Salary: From £40,000 per annum
Are you an experienced and highly organised Office or Practice Manager with a background in financial services? We’re looking for a confident leader to take ownership of day-to-day operations within a high-performing, client-focused business.
In this pivotal role, you’ll oversee the smooth running of the office, manage a collaborative Client Services team, ensure compliance with FCA and GDPR standards, and support Advisers to deliver exceptional client outcomes. You'll also play a key role in enhancing our practice management systems and driving continuous improvement.
Key Responsibilities
* Lead and support the Client Services team
* Oversee operational processes and ensure FCA/GDPR compliance
* Act as a key liaison between Advisers, clients, and internal stakeholders
* Manage resources, budgets, invoicing, and reporting
* Drive system and process efficiency across the business
What You’ll Bring
* 5+ years in financial services, ideally within an IFA environment
* Proven experience in office/practice management
* Strong leadership, stakeholder management, and organisational skills
* Experience with systems such as intelliflo or IRESS preferred
What’s on Offer
* Competitive salary and benefits
* Career development and training opportunities
* Supportive, values-led team culture
If you're ready to make a meaningful impact and thrive in a fast-paced, professional environment, we’d love to hear from you.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
* Industries
Business Consulting and Services
Referrals increase your chances of interviewing at Achieve Recruitment by 2x
Sign in to set job alerts for “Office Manager” roles.
Birmingham, England, United Kingdom 4 days ago
West Midlands, England, United Kingdom 3 days ago
Coventry, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 2 months ago
Coventry, England, United Kingdom 1 week ago
Office Manager - St John Fisher Catholic Primary School
Coventry, England, United Kingdom 1 week ago
Coventry, England, United Kingdom 1 day ago
Cosford, England, United Kingdom 3 weeks ago
Warwick, England, United Kingdom 5 days ago
Business Transformation Office Manager/Senior Manager – H&PS
Brierley Hill, England, United Kingdom 4 days ago
Walsall, England, United Kingdom 1 day ago
Coventry, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 2 days ago
Reception and Customer Service (Placemaker)
West Bromwich, England, United Kingdom 3 days ago
Bedworth, England, United Kingdom 1 week ago
Family Services Contact Centre Agent 1 (Ref: 5306)
Birmingham, England, United Kingdom 3 weeks ago
Student Advice & Support Assistant (Customer Service Role) Birmingham
Birmingham, England, United Kingdom 2 weeks ago
Student Advice & Support Assistant (Customer Service Role) Birmingham
Birmingham, England, United Kingdom 2 weeks ago
Brandon, England, United Kingdom 3 days ago
West Midlands, England, United Kingdom 2 weeks ago
Birmingham, England, United Kingdom 1 day ago
Birmingham, England, United Kingdom 2 weeks ago
Marcus by Goldman Sachs, Customer Support Agent, Birmingham
West Midlands, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 3 weeks ago
Marcus by Goldman Sachs, Complaints Specialist, Birmingham
West Midlands, England, United Kingdom 1 week ago
Leamington Hastings, England, United Kingdom 3 weeks ago
Customer Service Advisors (Office based Administration)
Claydon, England, United Kingdom 1 week ago
Kidderminster, England, United Kingdom 1 day ago
Worcester, England, United Kingdom 2 months ago
Marcus by Goldman Sachs, Contact Centre Workforce Real-Time Specialist, Birmingham
West Midlands, England, United Kingdom 3 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr