Office Manager

Office Manager - Wealth Management Firm - Hailsham

Location: Hailsham, East Sussex

Salary: Up to £45,000 high basic + Bonuses + Pension + DIS + PMI

OTE: £50,000+

Sector: Financial Services / Wealth Management / IFA Support

Recruiter: Cameron James Professional Recruitment

Overview

An exciting opportunity has arisen for an experienced financial services professional to join a highly respected wealth management firm in Hailsham as an Office Manager.

This long-established business has provided expert financial advice to clients for over 25 years and now seeks a motivated, detail-driven individual to oversee daily operations, supervise the support team, and ensure a seamless client experience. This role offers a high basic salary, excellent benefits, and the chance to play a key role in a successful, chartered wealth management firm.

Role Responsibilities

As the Office Manager, you'll ensure the efficient day-to-day running of the firm, managing administration and paraplanning staff, and supporting the Financial Adviser and business owner. Key duties include:

• Overseeing office operations and ensuring all client servicing and new business cases are handled accurately and efficiently.
• Supervising the administration and paraplanning team, setting priorities, and ensuring compliance with FCA guidelines.
• Acting as the first point of contact for clients, handling general enquiries, review meeting bookings, and maintaining a high level of client care.
• Supporting the Adviser in managing their workload and maintaining long-term client relationships.
• Implementing and refining back-office systems and processes to maximise efficiency.
• Managing team development, performance reviews, and workflow monitoring.
• Overseeing protection, pensions, investment, and mortgage administration.

This is a key leadership position within the firm, requiring strong organisation, initiative, and a client-centric mindset. The Office Manager will act as the cornerstone of the operation, ensuring clients and advisers alike receive first-class service.

Skills & Experience Required

• Minimum 3 years' experience in Financial Services, ideally within an IFA or wealth management firm.
• Solid understanding of pensions, investments, protection, and mortgages.
• Proven experience supervising or managing a team.
• Strong leadership, communication, and problem-solving skills.
• Excellent attention to detail and organisational ability.
• Ideally Level 4 Diploma qualified (or studying towards it).
• Proficiency in CRM and financial back-office systems.

Candidates should have the confidence and professionalism to manage the office independently when required, maintaining the smooth running of the business and providing proactive support to both clients and colleagues.

What's on Offer

• High basic salary up to £45,000 (DOE)
• Annual performance-based bonus (realistic OTE £50,000+)
• Full benefits package including Pension, DIS, and Private Medical Insurance
• Long-term career stability within a reputable wealth management firm
• Supportive team culture and collaborative working environment
• Monday to Friday working hours (no weekends)

This opportunity is perfect for an experienced Financial Services professional seeking to progress their career in a respected, client-focused firm, with strong leadership responsibilities and excellent financial rewards.

Summary

This is an exceptional career move for an experienced Financial Services professional looking to join a trusted, forward-thinking wealth management firm. As Office Manager, you'll oversee a dedicated support team, ensure smooth daily operations, and act as a key contact for valued clients - all within a business that truly values its people and offers a high basic salary, stability, and long-term progression.

Contact

Bryn McMillan

Financial Services Recruitment Director