Office Manager

  • Location

    Harpenden, Hertfordshire

  • Sector:

    Financial Services, Wealth Management

  • Job type:


  • Salary:

    £40000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


Our client is a highly regarded Financial Planning business with offices in both London & Harpenden who currently seek to recruit for an Office Manager to join their business.


Within this role you will be running the day to day operations of the business as well as managing the support team.


This role will be split between the London office & their Harpenden office.


Key Responsibilities & Accountabilities


Ensure company's core values are fully embedded in all business activities.

Act as an integrator between the M.D. and the rest of the team to ensure successful business development.

Validate and prioritise ideas put forward by the Visionary to ensure that targets set in the Business Plan are met.

Document and coordinate the implementation of the Business Plan.

Chair monthly Management and weekly Level 10 meetings.

Manage and oversee relationships with 3rd party suppliers (e.g. landlord, compliance consultants, accountants, software providers, marketing consultants) to secure optimal service agreements and deals.


Processes & Procedures

Create internal service standards, and effective business processes and procedures.

Review business policies, processes, procedures, and internal service standards on an ongoing basis in relation to client satisfaction, profitability, and efficiency.

Ensure all business service activities comply with relevant acts, legal & regulatory requirements and ethical standards.

Oversee the delivery of all general office and business administration, ensuring all legislative and business requirements are met.

Ensure that all business activities are performed in a timely and efficient manner as per internal company standards.


Human Resources

Manage the team and their workload to achieve set business goals.

Arrange employment of new staff and terminations/resignations of existing staff.

Create and review organisational structure, roles and responsibilities on an ongoing basis.

Establish performance objectives and training and development plans for the team and review at least annually.

Coordinate training for all staff as per their career plans and company requirements.

Create and maintain holiday and sickness registers.

Oversee remuneration packages to ensure fairness and competitiveness.

Organise and coordinate Team Days and other team functions.

Ensure that all Health & Safety regulations are met at all times.

Promote healthy working conditions and wellbeing of all staff.

Compliance & Finance

Oversee the development and documentation of accounting and bookkeeping policies and procedures for the business.

Oversee general accounting functions e.g. payroll, bookkeeping and invoicing.

Prepare financial statements and forecasts for the business (cashflow forecasts, annual budget, and relevant MI information).

Ensure that all business activities are in line with the FCA and ICO requirements and assist Senior Managers in keeping the firm compliant.

Ensure timely and accurate submissions of RMAR, Companies House and Inland Revenue returns.

Ensure that all business insurance policies (e.g. PI, Keyman, Employer Liability, Cyber Insurance) are sufficient and current.



Oversee all IT services and systems with help of external consultants.

Ensure data security, IT, and disaster recovery policies are in place and working.

Manage all IT services and systems.

Monitor all IT systems to ensure their optimal usage.

Keep an up-to-date register of hardware, software and staff passwords.


Oversee marketing plans, objectives, and programmes within the context of the overall Business Plan.

Sign off on the annual marketing plan and budget.

Appraise success of marketing activities in relation to the overall business strategy.