Office Manager ( IFA )

Office Manager ( IFA)

Location: Truro, CornwallSalary: £35,000 - £45,000 + BenefitsWorking Pattern: Full-time with flexible working options

Lead a High-Performing Financial Services Support Team

An established and growing financial planning firm is seeking an experienced Office Manager to lead and support a team of Administrators and Paraplanners within a busy and professional office environment.

This is an excellent opportunity for a people-focused leader with experience in financial services who thrives on developing teams, improving processes and delivering exceptional support to advisers and clients.

The Opportunity

As Office Manager, you will oversee the day-to-day management of a client support and paraplanning function, ensuring the team delivers an efficient, high-quality service that enables advisers to focus on providing excellent financial planning solutions.

You will play a key role in leadership, operational management, resource planning and continuous improvement, helping to create a collaborative and high-performing culture.

Key Responsibilities

• Lead, motivate and develop a team of Administrators and Paraplanners.
• Conduct regular one-to-one meetings, coaching sessions and performance reviews.
• Manage team workloads and capacity to ensure efficient service delivery.
• Monitor quality sta...