Office Manager

A well established and successful financial planning practice based in Taunton is seeking to hire a new member of staff into a key role. You will have overall responsibility for organising all of the administrative activities that facilitate the smooth running of the office.

Duties will include:

  • Delegate work to staff and managing their workload and output;
  • File checks of new business and annual reviews
  • Use a range of office software, including email, spreadsheets and databases;
  • Maintain compliance with current legislation by review of existing procedures on a regular basis
  • Process any client complaints
  • Liaise with providers re user access etc.
  • Liaise with external compliance company re annual visits
  • Oversee the recruitment of new staff, including training and induction;
  • Maintain training programme of new and current advisers
  • Promote staff development and training for all admin staff and maintain compliant level of knowledge
  • Carry out staff appraisals, managing performance and disciplining staff;
  • Attend conferences and training;
  • Management of website and social media.
  • Process regulatory reports to FCA

Candidates will ideally have previously worked within a similar role with either an IFA or financial institution and you will need to show evidence of the following skills and personal qualities -

  • Excellent organisational and time management skills;
  • Good IT skills, including knowledge of a range of software packages;
  • The capacity to prioritise tasks and work under pressure;
  • Ability to liaise well with others and delegate tasks;
  • Strong oral and written communication skills;
  • Ability to work on your own initiative;
  • Attention to detail;
  • Flexibility and adaptability to changing workloads;
  • Problem-solving skills and project management ability.

An excellent opportunity to join a successful and profitable business offering a competitive salary, bonus and benefits.