Office Manager

Office Manager Annual Salary: £32,000 - £35,000 per annum, plus up to 10% performance-related bonus

Location:

Hungerford, West Berkshire Job Type: Full-time, Monday to Friday, 09:30am - 5:00pm About the Role We are seeking an experienced, highly organised, and professional Office Manager to join a successful and growing Wealth Management Practice based in Hungerford. This is a key position within the business, supporting senior leadership and ensuring the smooth day-to-day running of the office. You will play a pivotal role in delivering an exceptional client experience, managing administrative operations, coordinating support staff, and maintaining efficient business processes.

With ambitious growth plans, this position offers excellent long-term career prospects within a professional and expanding organisation. Day-to-Day Responsibilities Oversee office operations, client administration, diary management, CRM maintenance, and team coordination. Act as a key point of contact for clients, advisers, and support staff, ensuring smooth and efficient business operations. Manage office expenses and oversee general office administration. Review and improve office systems, processes, and workflows to maximise efficiency.

Coordinate client review meetings and prepare all necessary documentation. Maintain accurate and up-to-date client records and documentation. Manage Letters of Authority and liaise with relevant providers where required. Support client servicing activities and ensure administrative tasks are completed accurately and within agreed timescales. Provide day-to-day support and coordination for the administration team. Manage incoming calls, emails, correspondence, and client enquiries professionally and confidentially.

Support senior management with a range of operational and administrative requirements. Required

Skills & Qualifications Proven experience in an Office Manager, Practice Manager, Executive Assistant, Senior Administrator, Client Services Administrator, or similar role. Previous experience within Financial Services, Wealth Management, or a professional services environment is highly desirable. Strong office management and organisational skills. Excellent telephone manner and client relationship management skills. Experience managing multiple priorities and meeting deadlines. Exceptional attention to detail and accuracy.

High levels of professionalism, confidentiality, and discretion. Strong communication and interpersonal skills. Ability to work independently and use initiative. Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint. Experience using CRM systems, ideally Salesforce. Positive, flexible, and proactive approach to work. Benefits Competitive salary dependent on experience. Performance-related bonus of up to 10%. Comprehensive training and ongoing professional development.

Long-term career progression opportunities. Opportunity to join a successful and growing business. Supportive, collaborative, and professional working environment.

How to Apply

If you are a proactive and professional Office Manager looking to contribute to a growing and successful business, we'd love to hear from you. Please submit your CV and a cover letter detailing your qualifications and how you can contribute to our team's success.