Office Manager - Financial Planning

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    £45000 - £50000 per annum + Bonus + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Startdate:


  • Consultant:


A Chartered Accountancy and Financial Planning organisation who have a national presence are currently in the market for an Office manager to join their expanding IFA division. The company work at the top end of the market, they are an award winning business that have an exceptional presence in the South West.

Due to continued growth, they now have the requirement for an Office Manager to lead, manage and run the technical and administration functions within the Financial Planning division. The role will involve working with the firms Paraplanners and Administrators ensuring the smooth running of the team and ensuring their work is to the highest possible level.

Duties involved in this role will include: managing workflow, assisting advisers, assisting the team by providing training, guidance and support, staff appraisals, ensuring all work is up to a high standard and properly on the system etc.

The organisation are seeking to recruit an individual that has strong Financial Services experience, you will ideally hold the Diploma in Financial Planning - although this is not essential.

On offer is a competitive basic salary plus excellent company benefits, there will also be opportunities to progress your career within the company.