Operations / Office Manager

About us

Now Financial Planning are based in Hale village and have provided life focused Financial Planning for over 20 years.

Our purpose is to improve the lives of every single one of our clients and their families, helping them live a life full of possibilities and free from financial worry.

We are seeking an experienced Operations/Office Manager to join our team at a well-established Financial Planning company that has been providing life-focused advice for over 20 years. The role is full-time, office-based (9am to 5pm, Monday to Friday) in Hale, Cheshire, and offers the opportunity to make a significant impact in a growing company.

Financial Services experience is highly desirable and ideally within a similar role with a Financial Planning practice.

As the Operations/Office Manager, you will be responsible for overseeing our Client Support and Paraplanning Teams, working closely with the team managers and company directors to ensure we continue to provide world-class client experiences and run smoothly, efficiently, and compliantly.

Key Responsibilities:

• Manage and nurture talent within the Client Support and Paraplanning Teams
• Lead and inspire both teams, setting the pace for the working environment in the office
• Devise, organize, and run projects to a successful conclusion with a view to ongoing improvement of the business and the client experience
• Develop and use key performance indicators (KPIs) to measure and improve performance
• Strong organizational skills with the ability to multitask, manage workloads, and prioritize effectively
• A positive, can-do attitude and a commitment to delivering a positive experience for both staff and clients
• Provide support, development, and training to staff in alignment with company values
• Strong communication skills, both verbal and written
• Analyse and assess procedures, making improvements where necessary while remaining compliant with regulations

Desired Qualifications:

• Experience working in a Financial Planning practice or financial services environment
• Marketing experience including social media and client events
• Experience in using Salesforce software for managing and analysing client interactions and drive client/marketing projects.

If you have a proven track record of managing teams and are excited about the opportunity to make a real impact in a growing company, we would love to hear from you!

Job Type: Full-time

Salary: £40,000.00-£50,000.00 per year

Benefits:

• Company pension
• Referral programme
• Sick pay

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme

Ability to commute/relocate:

• ALTRINCHAM: reliably commute or plan to relocate before starting work (required)

Experience:

• management: 2 years (required)

Work Location: In person