Office Manager

Office Manager

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

\n
• Lead, motivate and develop a team of Administrators and Paraplanners.
\n
• Conduct regular one-to-one meetings, coaching sessions and performance reviews.
\n
• Manage team workloads and capacity to ensure efficient service delivery.
\n
• Monitor quality standards and identify opportunities for process improvement.
\n
• Support recruitment, onboarding and ongoing development of team members.
\n
• Act as the first point of escalation for operational and team-related issues.
\n
• Work closely with advisers and senior stakeholders to prioritise workloads and resources.
\n
• Ensure all client work is completed accurately and in line with regulatory requirements.
\n
• Track key performance metrics and provide updates to management.
\n
• Support business projects, system enhancements and change initiatives.
\n
• Foster a culture of accountability, teamwork and continuous improvement.
\n

What We're Looking For

The successful candidate is likely to have:

\n
• Experience managing administration and/or paraplanning teams within financial services.
\n
• Strong leadership and people management skills.
\n
• Excellent organisational and workload management abilities.
\n
• Experience supporting advisers and delivering high standards of client service.
\n
• A good understanding of financial planning operations and support functions.
\n
• Knowledge of FCA regulations and compliance requirements.
\n
• Strong stakeholder management and communication skills.
\n
• Excellent attention to detail and commitment to quality.
\n
• Strong IT skills, with experience of financial services back-office systems advantageous.
\n

Personal Attributes

\n
• Approachable and supportive leadership style.
\n
• Calm and effective under pressure.
\n
• Proactive problem solver.
\n
• Strong written and verbal communication skills.
\n
• Highly organised with excellent attention to detail.
\n
• Committed to delivering outstanding client outcomes.
\n

What's On Offer

\n
• Salary of £35,000 - £45,000 depending on experience.
\n
• 25 days annual leave plus bank holidays.
\n
• Additional birthday leave.
\n
• Pension scheme.
\n
• Life assurance.
\n
• Income protection.
\n
• Flexible benefits package.
\n
• Flexible working arrangements.
\n
• Opportunity to join a growing, people-focused business with a strong culture and clear commitment to employee development.
\n

If you're an experienced financial services professional looking to take the next step in your leadership career, we'd love to hear from you.