Office Manager

Office Manager

Location: Taunton, UK

Job Type: Full-time, Monday to Friday 9am to 5pm.

Salary: Circa 45,000, plus benefits

This is an excellent opportunity to work as an Office Manager for a well-established IFA practice in Taunton. This is a brand-new role, and the ideal candidate will have a strong background in office management, with specific experience in Investment Operations (IO) and Independent Financial Advisor (IFA) practice.

Key Responsibilities of the Office Manager:

• Oversee daily office operations to ensure smooth functioning.
• Manage and coordinate administrative tasks, including scheduling, correspondence, and office supplies.
• Lead and manage a team of administrative staff, IFA's providing guidance and support.
• Implement and maintain office policies and procedures.
• Ensure compliance with regulatory requirements and company standards.
• Coordinate with other departments to facilitate effective communication and collaboration.
• Handle client inquiries and provide exceptional customer service.
• Support senior management with various administrative tasks and projects.

Requirements of the Office Manager:

• Minimum of 5 years of experience in IFA practice.
• Proven experience in Investment Operations (IO).
• Strong leadership skills with experience managing teams.
• Excellent organisational and multitasking abilities.
• Proficiency in office software and tools (e.g., Microsoft Office Suite).
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with a high level of accuracy.
• Knowledge of regulatory requirements and industry standards.

Benefits:

• Competitive salary circa 45,000.
• Comprehensive benefits package.
• Opportunity for professional growth and development.
• Convenient location in Bristol with easy access to public transportation.

Work Schedule:

• 5 days office-based for the first 6 months, then hybrid model.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.