Location
Droitwich
Salary £45000 - £45000 TypePermanent WorkplaceOn-Site Ref89498
Office Manager
Worcestershire | Fully Office-Based
Early finish every Friday
A well-established Independent Financial Adviser firm based in Worcestershire is seeking an experienced Office Manager to oversee the day-to-day running of the office and manage a small team of Administrators and Paraplanners.
This is a hands-on role suited to someone with strong people management skills, excellent organisational ability, and a solid understanding of financial services administration. Youll play a key part in ensuring the business operates efficiently while maintaining high standards of client service and compliance.
The Role
You will be responsible for coordinating office operations, supporting advisers, and managing workflows across administration and paraplanning to ensure cases are processed smoothly and deadlines are met.
Key Responsibilities
1. Managing and supporting a small team of IFA Administrators and Paraplanners
2. Overseeing workloads, workflows, and case progression
3. Acting as a point of contact between advisers, support staff, and compliance
4. Ensuring processes are followed and FCA standards are met
5. Improving office systems, procedures, and efficiencies
6. Supporting recruitment, onboarding, and training of support staff
7. Handling general office management duties and day-to-day problem solving
About You
8. Previous experience in an Office Manager, Practice Manager, or senior administration role within an IFA or financial services environment
9. Proven people management and leadership skills
10. Strong knowledge of IFA administration and paraplanning processes
11. Highly organised, proactive, and confident making decisions
12. Comfortable in a fully office-based role
Whats On Offer
13. Fully office-based role in Worcestershire with parking on site
14. Early finish every Friday
15. Supportive, close-knit team environment
16. Opportunity to play a key role in a growing, stable IFA firm
This role would suit an experienced financial services professional looking to step into a leadership position within a respected and well-run practice.