IFA Office Manager

Office Manager – Financial Planning & Wealth Management

Location:

Newcastle‑under‑Lyme, England, United Kingdom.

Salary: up to £45,000 per annum.

We are looking for an experienced Office Manager with a background in financial advisory to support our operations team and Directors in ensuring smooth day‑to‑day business running. The successful candidate will be a key point of contact for escalated issues and will support resolution, manage a team of IFA support staff, and uphold operational excellence.

• Handle escalated client experience issues and liaise with directors for resolution.
• Ensure all client requests are dealt with professionally, delivering a positive experience for clients.
• Partner with HR to instill a culture of performance management, setting clear objectives and encouraging regular appraisal of team members.
• Act as escalation point for all staff and assist managers in identifying and resolving issues.
• Maintain awareness of operational, regulatory and conduct risk, reporting any risk to the line manager.
• Keep all back‑office systems and procedures up to date and ensure staff use systems effectively.
• Manage staff workloads and day‑to‑day task allocation.
• Deliver training on processes and procedures for internal data management.
• Oversee office facilities management.
• Work with Directors to maintain regular communication with internal and external stakeholders, including logistics management.
• Line‑manage support staff.

• Experience in office management or senior IFA administration within an independent financial advice business.
• Experience dealing with third‑party providers.
• Proven experience within Financial Services.
• Confidential, reliable and trustworthy.
• Ability to influence, persuade and build good relationships at all levels.
• Self‑motivation, resilience and a strong focus on attention to detail and high‑quality output.
• Ability to work collaboratively with first‑line managers and build strong relationships and networks.
• Excellent organisational skills with strong time‑management and positive outlook.
• Understanding and knowledge of Compliance requirements and FCA guidelines.

The company offers a comprehensive benefits package.

For more information please contact Graeme Hyland on or email gra

• Not Applicable

• Full‑time

• Administrative, Management, and Human Resources

• Financial Services, Investment Management, and Investment Advice

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