Office Manager

Office Manager – Hailsham
 
Our client, a highly professional and established financial services firm, is seeking an experienced Office Manager to oversee the administration and research functions within their Hailsham office. This is an exciting opportunity for a detail-driven individual with excellent organisational, communication, and leadership skills to manage a busy administrative team and ensure the smooth operation of business processes across the company.
 
What’s on Offer?
Job type: Full time, permanent
Location: Hailsham
Salary: £40,000 – £45,000 per annum (depending on experience)
Benefits: Competitive salary package, ongoing professional development, and the opportunity to work within a collaborative and quality-driven environment.
 
Key Responsibilities:

Manage and oversee all office and administrative functions to ensure efficiency and accuracy.
Conduct product research and placement for mortgage, pensions, investments, savings, and protection products using appropriate systems under the direction of Advisers.
Produce Suitability Reports and assist with the preparation of client documentation.
Submit, monitor, and chase business on Finplan, ensuring all client information is accurate and up to date.
Maintain client files and ensure compliance with company standards and regulatory requirements.
Oversee and manage staff workload, performance, and professional development through regular reviews and training.
Control daily workflow via the administration pipeline and produce introducer and management reports.
Update and maintain ISO9001 (Quality Assurance) and ISO27001 (Information Security Management) standards.
Liaise with third parties, clients, and providers to resolve queries and manage communications efficiently.
Ensure the accuracy of documents such as mortgage offers, applications, and client agreements.
Oversee compliance updates, spot checks, and file reviews in line with internal and external audit requirements.
Organise and coordinate meetings, training days, knowledge assessments, and company events.
Ensure the smooth delivery of administrative services, maintaining professionalism and confidentiality at all times. 
Skills, Experience, and Training Requirements:

Proven experience in office management or senior administrative roles, ideally within financial services.
Strong organisational and leadership skills, with the ability to manage competing priorities.
Excellent attention to detail and commitment to maintaining high-quality standards.
Proficiency in Microsoft Office and familiarity with financial systems such as Finplan, Synaptics, or similar.
Strong written and verbal communication skills.
A proactive and confident approach to problem-solving and team development.
Up-to-date knowledge of data protection, compliance, and quality assurance standards (ISO9001 and ISO27001 desirable). 
Our Ideal Candidate:
An organised and motivated professional who thrives in a structured, high-quality environment. You’ll be an excellent communicator, capable of leading a team and maintaining strong internal processes while supporting Advisers to deliver exceptional client service.
 
How to Apply:
If you have the skills, experience, and leadership qualities for this role, we’d love to hear from you. Please apply directly through this advert with your CV.

If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies