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Job Title: Office Manager – Financial Planning
Location: Worcestershire
Salary: £45,000 – £55,000+ DOE
We are working with a well-established, independent financial planning firm with a close-knit team seeking a technically experienced Office Manager to play a vital leadership role within their open-plan head office.
This is a hands-on, strategic, and people-focused role that will suit a senior paraplanner, office manager, compliance officer or operations lead ready to step into a key management position. The successful candidate will be the technical "go-to", supporting advisers and paraplanning team as well as managing business support while working closely with the directors.
Key Responsibilities:
- Manage and develop the paraplanning and business support teams
- Act as a central point of contact for internal queries and technical support
- Oversee recruitment, training, performance reviews, and staff development
- Streamline workflows, improve productivity, and manage team KPIs
- Support on FCA compliance (including Consumer Duty) and liaise with the Compliance Manager
- Lead internal projects and contribute to commercial decision-making
- Ensure effective use of back-office systems and reporting tools
- Work directly with directors to drive operational strategy
Requirements:
- Strong background in paraplanning or compliance within financial planning
- Experience managing or mentoring teams
- Ideally holds the Level 4 Diploma in Regulated Financial Planning (or working towards it)
- Skilled in Intelligent Office, Word, Excel, Outlook (platform experience with Quilter, Abrdn, Elevate advantageous)
Benefits:
- Competitive salary dependent on experience
- 35-hour working week (early Friday finish)
- 26 days holiday bank holidays
- End-of-year bonus structure
- 3x Death in Service cover
- Nest pension scheme
- Exams and qualifications fully funded
- Free on-site parking
This is a rare opportunity to join a respected and collaborative firm in a senior operational role where your input will make a real difference. If you're ready to take that next step in your financial planning career, we’d love to hear from you.
