Team And Office Manager

We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers.
The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team.

Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests.
Organize team meetings, events, and training sessions to enhance collaboration and professional development.
Maintain and update team records, including performance metrics and compliance documentation.

Financial and Reporting Duties:
Proficiency in office software (e.g., Microsoft Office Suite, CRM systems).
Knowledge of financial industry regulations and client confidentiality standards is a plus.
Problem-solving mindset and ability to work independently under minimal supervision.

At least 3 years of experience in office management, preferably in the financial or wealth management industry.
Experience with Dynamic Planner and Intelligent Office or Curo systems.
Relevant Financial Services qualifications.

Bromsgrove, Hybrid
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.