Office Manager

11 May 2017
10 Jun 2017
Contract Type
Full Time

Job Title: Office Manager

Location: Reading

Salary: £27,000 - £32,000

Benefits: Excellent Holiday and Pension

A well-established IFA practice requires an office manager to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments and Mortgages

As a Financial Services professional you will be joining a firm which offers a fantastic working environment and continued professional development you will be supporting the managing director, financial advisers and administrators on all

You will need to have experience working within an IFA Practice and some Financial Services qualifications would be beneficial but not essential


Supporting the team as an Office Manager

Provide and be responsible for administering clients’ needs, including communicating, with clients, providers where necessary, diary etc

Liaise with the Paraplanning team in relation to suitability reports

Dealing with clients, suppliers, providers both on a face to face basis or via the telephone

Continually develop relationships with Administrators, Para-planners, consultants and Advisers to maintain a positive team environment

Providing support to the Advisers, Para-planners and administrators

Deal with any recruitment needs that may be required

Attend the monthly meetings and take minutes from the meeting

Answering telephone queries from clients and providers

Preparing client meeting packs

Obtaining client valuations


Previous management experience is preferable but not essential

Experience of working within an IFA Practice

Financial Services qualifications are desirable

Good communication skills

Professional attitude

Ability to manage time effectively

Friendly, professional demeanour with clients.