Office Manager - Financial Services

My client is a highly respected wealth manager and due to growth they are looking for an organised and proactive Office Manager to oversee the smooth day-to-day operation of a well-established wealth management office in Southampton.

The Opportunity

As Office Manager, you will act as the operational hub of the branch, supporting advisers and investment professionals while ensuring excellent client service, regulatory compliance, and efficient office operations. You will also provide leadership and guidance to administrative support staff and contribute to the continued growth and success of the business.

Key Responsibilities

Office Operations & Governance

• Manage the smooth and efficient running of the office.
• Oversee facilities, suppliers, office equipment, stationery, and marketing materials.
• Coordinate health & safety requirements, business continuity planning, fire drills, and risk assessments.
• Maintain operational records, registers, and governance documentation.
• Organise branch meetings and ensure actions are followed through to completion.
• Promote best practice, consistency, and strong operational controls across the office.

Client Administration & Operational Support

• Provide high-quality support to advisers and investment professionals.
• Ass...