A fantastic opportunity has arisen for an experienced and organised Office Manager to join a well-established Chartered Independent Financial Advice firm based in Henley-in-Arden.
This hybrid role offers the flexibility of working both from the office and home, while playing a key role in ensuring the smooth running of daily operations and supporting a high-performing team of Advisers, Paraplanners, and Administrators.
This position is ideal for an existing Office or Team Manager within an IFA firm, or a Senior Administrator or Paraplanner looking to take the next step into a management role.
Key Responsibilities:
* Oversee all aspects of office operations, ensuring efficiency and adherence to internal procedures
* Manage and support a team of administrators, ensuring high standards of service, productivity, and development
* Manage facilities, supplier relationships, IT systems, and health & safety compliance
* Support HR functions, including on-boarding, training coordination, and maintaining staff records
* Organise team meetings, internal communications, and staff events
* Foster a positive, professional office environment that supports team collaboration and excellent client service
* Assist senior leadership with process improvements and business support
* Monitor and manage office budgets and expenditure
* Liaise with third-party service providers and ensure smooth delivery of support services
What We're Looking For:
* Proven experience in office management, operations, or a senior support role within financial services
* Strong people management skills with experience leading or mentoring a team
* Excellent organisational and interpersonal skills
* Comfortable using MS Office and general office systems
* Proactive, solutions-oriented mindset with strong attention to detail
* Experience in an IFA or wealth management environment is highly advantageous
* Confident team player who enjoys creating and maintaining an efficient, well-run environment
What's on Offer:
* Salary up to £45,000, depending on experience
* Hybrid working with a mix of office and remote flexibility
* Friendly, supportive team culture
* Career progression opportunities within a stable and respected business
* Modern office in a convenient Henley-in-Arden location
* Competitive benefits package
If you're looking for a varied and rewarding role within a people-focused, professional firm, we'd love to hear from you.
Apply now to find out more!
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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