Office Manager
Brantham – Onsite with some flexibility
Competitive Salary + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship-Led Culture
Are you a Level 4 qualified or part-qualified financial services professional with strong organisational skills and experience managing office workflows within an IFA environment?
This is a fantastic opportunity to join a well-established Independent Financial Advice practice that has been operating since the 1980s, offering a stable, supportive, and relationship-focused working environment.
The business has built a strong reputation through long-term client relationships and a personalised approach to financial planning. With a small close-knit team of advisers, administrators, and support staff, the culture is collaborative, professional, and less sales-driven than larger corporate firms.
The successful candidate will play a key role in supporting the advisers, overseeing office operations, and managing administrative workflows to ensure the smooth running of the practice.
The Role:
*Manage day-to-day office workflows and operational processes
*Support Financial Advisers with client servicing and administration coordination
*Oversee and manage a team of 3 administrative staff
*Ensure client cases progress efficiently and compliantly through the business
*Maintain strong organisational standards across the office
*Act as a key point of coordination between advisers, administrators, and clients
*Support the continued smooth running of a busy IFA practice
The Person:
*Level 4 qualified or part-qualified in Financial Planning
*Previous experience within an IFA or financial services environment
*Strong organisational and workflow management skills
*Experience supporting advisers and coordinating administration processes
*Professional and relationship-focused approach
*Ability to work collaboratively within a smaller team environment
*Strong communication and leadership skills