Office Manager

Perspective Financial Group Ltd; Stoke-on-Trent; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial services firm in Stoke-on-Trent seeks a motivated individual for management responsibilities in back-office operations. The role involves leading teams, ensuring compliance with regulations, and improving operational efficiency. Key qualifications include excellent organizational skills, knowledge of financial platforms, and strong communication abilities. Benefits include 25 days holiday, an electric car scheme, and life assurance. This opportunity promises a dynamic work environment for driven candidates.

Benefits

25 days holiday plus bank holidays

Birthday Day Off

Electric Car Scheme

Pension

Life Assurance

Qualifications

• Strong management and organizational skills.
• Ability to prioritize workloads efficiently.
• Experience in managing back-office teams.

Responsibilities

• Lead back-office teams and allocate tasks.
• Participate in monthly advisor meetings.
• Ensure client administration aligns with procedures.
• Monitor KPI’s and support team performance.

Skills

Excellent organisational abilities

Good working knowledge of IO and Platform

Communication skills

Analytical and problem-solving skills

Proficiency in Microsoft Office

Flexibility and adaptability

Team player

Job description

Job Overview

Reporting directly to the Regional Director and working closely with the Regional Manager, you will be responsible for the day-to-day Management responsibilities of the back-office teams and the area offices as a whole. You will also have an understanding of our Regulatory Framework and the effect this has in respect of our day-to-day business and acquisitions.

Leading the area back-office teams, the role will have line management responsibilities and ensure the smooth and efficient running of the designated offices.

This role will also form part of the organisations management team, working alongside the Regional Director and Regional Manager to plan and deliver long-term success.

Office: Perspective (North West) Limited

Location: Stoke-on-Trent

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Job Requirements

The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential. Key requirements are:

• Good working knowledge of IO and Platform experience essential.
• An understanding of Model Portfolios/DFMs preferable.
• Excellent planning, organisational and multi-tasking abilities are essential.
• Excellent communication skills at all levels.
• Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
• Analytical and problem‑solving skills.
• Flexibility/adaptability to cope with change.
• Confident with IT and office software including Teams, Outlook, Word, Excel and PowerPoint.
• A team player with a positive attitude.

Job Responsibilities

The key duties of the role are listed below:

• Allocate tasks and assignments, monitor performance.
• Attend and participate in monthly advisor meetings.
• Manage internal staff relations.
• Ensure that all financial planning client administration is carried out in accordance with the firms’ procedures.
• Implement procedural and policy changes to improve operational efficiency.
• Ensure top performance of office staff by providing them adequate coaching and guidance.
• Undertake annual appraisals with admin team to include their performance against their set objectives and set new objectives for the forthcoming year and discuss remuneration.
• Support training of new employees, completing inductions and setting objectives.
• Monitor KPI’s and act upon the data, ensuring that results are measured against standards.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Birthday Day Off

Electric Car Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY