Office Manager/ IFA Administrator - Fram Search : Job Details

• Knowledge of IO ( intelligent office )
• Financial advice background
• Career progression

Fram are working with a successful Wealth Manager in Berkshire, who are seeking a new office manager/IFA administrator. The role is full time and offers exceptional career growth into operations for the right candidate. Our client deals with Financial advice to individuals and business by combining independent wealth management services with financial planning across pensions, investments, protection, and mortgages. Due to movement and growth within the firm, they are looking for an Office Manager/ IFA administrator to oversee the daily operations of the office and supporting the 3 advisors ensuring a productive and efficient working environment. They role has an element of management, training and developing as you would be responsible for a trainee IFA administrator.  This position is perfect for someone with strong IFA administration experience who is looking for additional responsibility, as an office manager, or an existing IFA office manager who is looking for a firm that will encourage growth into an operations manager role as they grow. Candidates MUST have intelligent office experience, as our client uses this software and is unable to train someone from scratch.  Key Responsibilities:  

• Manage tasks, produce client agreement and assignment letters.
• Control workflow for Administration team
• Manage administration team with development, and training
• Organise AML documentation
• Communicating with life offices as required, preparing letters of authority, liaising with paraplanners.
• Update client files - Ensuring adherence to the Firm’s advice process and that client files are fully completed and compliant
• Ensuring that Intelligent Office is kept up to date, documents uploaded to IO on a timely basis, tasks created and updated  
• Manage day-to-day administrative tasks such as answering phones, managing correspondence, and coordinating calendars for the IFAs
• Schedule meetings, book conference rooms, and prepare agendas for internal and client meetings.
• Track deadlines for reporting, compliance, and business administration, taking ownership of select tasks.
• Oversee office equipment like printers, copiers, and audio-visual systems, coordinating with IT support, as necessary.
• Ensure compliance with health and safety regulations.
• Build and maintain relationships with vendors and service providers.
• Track budgets related to office supplies, maintenance, and events, reporting expenses to finance.
• Assist in onboarding new hires, handling HR documentation, setting up workstations, and introducing new employees to office procedures.
• Act as a point of contact for office-related concerns or needs from the team.
• Help coordinate ongoing employee training to meet professional development requirements.
• Ensure office operations comply with industry regulations, including data security and confidentiality.
• Manage the storage and disposal of sensitive documents in line with company policies.
• Assist with audit preparations by ensuring all necessary documentation and records are up to date and accessible.

  Candidate must come from a financial advice background, with knowledge of IO ( intelligent office ). Ideally have some office management experience within the financial services industry. Strong organisational skills and the ability to juggle multiple tasks. Proficient y in Microsoft Office Suite, and a good working knowledge of IO is a MUST .