About this role
- Job Type: Full-time, permanent
- Location: Office-based
- Salary: Competitive, dependent on experience
An exciting opportunity has arisen for an experienced Office Manager to join a growing business within financial planning and legal services. This is a varied, fast-paced position that will support the Director, oversee day-to-day operations, improve internal processes, and help deliver an excellent client experience. Temporary project support may also be considered for the right person.
Day-to-day of the role
- Manage a complex and changing diary, coordinating meetings, appointments, travel, events, and business commitments.
- Act as a key point of contact for clients, suppliers, and stakeholders, ensuring a professional and responsive service.
- Oversee inbox management, track actions and deadlines, and follow up on outstanding tasks to keep priorities on schedule.
- Support the smooth running of the office by maintaining administration processes, improving procedures, and helping create operational structure.
- Coordinate client administration, including arranging appointments, issuing documentation, gathering information, and maintaining accurate records.
- Monitor the progress of client files through each stage of the process, ensuring compliance and confidentiality at all times.
- Lead and support the digitisation of paper-based records, including scanning, uploading, organising, and maintaining electronic files within case management systems.
- Assist with business development activity through client outreach, follow-up communications, and coordination with external marketing support.
Required Skills & Qualifications
- Previous experience as an Office Manager, PA, Executive Assistant, or within a similar business support role.
- Strong administration and organisational skills, with the ability to manage multiple priorities in a busy environment.
- Experience supporting senior stakeholders, directors, or business owners.
- Excellent written and verbal communication skills, with a professional and client-focused approach.
- Strong stakeholder management skills and the ability to build effective working relationships.
- Advanced Microsoft Office skills, including Outlook, Word, Excel, and PowerPoint.
- Ability to work independently, use initiative, and take ownership of workloads.
- High attention to detail, strong problem-solving ability, and a focus on process improvement.
- Ability to handle confidential and sensitive information with discretion.
- Experience within financial services, legal services, wills and probate, compliance, or another regulated environment would be advantageous, as would exposure to Clio, LEAP, Orchestra, or similar systems.
Benefits
- Competitive salary, dependent on experience.
- Opportunity to work closely with the Director as a trusted right-hand support.
- Varied Office Manager role with scope to improve processes and make a visible impact.
- Chance to join a growing business and contribute to its future development.