Office Manager- Independent Financial Advisor

Office Manager

A well‑established Independent Financial Adviser firm based in Worcestershire is seeking an experienced Office Manager to oversee the day‑to‑day running of the office and manage a small team of Administrators and Paraplanners. Early finish every Friday.

• Managing and supporting a small team of IFA Administrators and Paraplanners
• Overseeing workloads, workflows, and case progression
• Acting as a point of contact between advisers, support staff and compliance
• Ensuring processes are followed and FCA standards are met
• Improving office systems, procedures and efficiencies
• Supporting recruitment, onboarding and training of support staff
• Handling general office management duties and day‑to‑day problem solving

• Previous experience in an Office Manager, Practice Manager or senior administration role within an IFA or financial services environment
• Proven people management and leadership skills
• Strong knowledge of IFA administration and paraplanning processes
• Highly organised, proactive and confident making decisions
• Comfortable in a fully office‑based role

• Fully office‑based role in Worcestershire with parking on site
• Early finish every Friday
• Supportive, close‑knit team environment
• Opportunity to play a key role in a growing, stable IFA firm

This role would suit an experienced financial services professional looking to step into a leadership position within a respected and well‑run practice.