Office Manager

Job Description

Reporting directly to the Regional Director and working closely with the Regional Manager, you will be responsible for the day-to-day management of the back‑office teams and the area offices as a whole. You will also have an understanding of our regulatory framework and the effect this has in respect of our day‑to‑day business and acquisitions.

Office: Perspective (North West) Limited

Location: Stoke‑on‑Trent

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note:

any offer of employment is subject to satisfactory criminal record background checks.

• Good working knowledge of IO and Platform experience essential.
• An understanding of Model Portfolios/DFMs preferable.
• Excellent planning, organisational and multi‑tasking abilities are essential.
• Excellent communication skills at all levels.
• Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
• Analytical and problem‑solving skills.
• Flexibility/adaptability to cope with change.
• Confident with IT and office software including Teams, Outlook, Word, Excel and PowerPoint.
• A team player with a positive attitude.

• Allocate tasks and assignments, monitor performance.
• Attend and participate in monthly advisor meetings.
• Manage internal staff relations.
• Ensure that all financial planning client administration is carried out in accordance with the firm’s procedures.
• Implement procedural and policy changes to improve operational efficiency.
• Ensure top performance of office staff by providing them adequate coaching and guidance.
• Undertake annual appraisals with admin team to include their performance against their set objectives and set new objectives for the forthcoming year and discuss remuneration.
• Support training of new employees, completing inductions and setting objectives.
• Monitor KPI’s and act upon the data, ensuring that results are measured against standards.

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E‑Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Birthday Day Off.

Electric Car Scheme.