Office Manager/Supervisor

Office Manager/Supervisor | Linlithgow, West Lothian | Full Time | £32,000 - £42,000 per year

Our client has been serving West Lothian and beyond since 1996. As financial advisers, they provide specialist financial planning, pensions, and wealth management advice to a wide range of clients, private and corporate, whether just starting out or closing in on retirement.

This is a fantastic opportunity to advance your career with a leading financial services firm based in Linlithgow, known for its commitment to delivering exceptional client-focused financial solutions. This company operates independently within the prestigious Openwork Partnership—one of the largest financial networks in the UK—while maintaining a distinctive approach to personalised, client-centred service.

Our client is seeking an experienced Office Manager/Supervisor to join their team in Linlithgow, West Lothian.

Are you the right person for the job?

• A minimum of 2 years of experience within the financial industry, specifically in IFA offices
• 1 year of supervisory experience in a similar role
• Diploma Level 4 in Financial Services (or equivalent qualification)
• Strong organisational and leadership skills, with a focus on team development and office management
• A positive and proactive attitude with a desire to drive office performance and contribute to the business' success

What will your role look like?

• Oversee the day-to-day operations of the office, ensuring smooth and efficient running of all processes
• Supervise and support a small team, providing guidance and leadership to ensure high standards of performance and service
• Manage client records and ensure compliance with regulatory requirements within the financial services sector
• Coordinate office activities, including scheduling, meeting management, and correspondence
• Ensure the smooth implementation of company policies and procedures
• Handle client inquiries, resolve issues, and escalate when necessary to maintain a high level of customer satisfaction
• Assist in the preparation and management of internal reports, audits, and other key documentation
• Support the Financial Advisers and other staff with administrative tasks, ensuring deadlines and priorities are met
• Help drive office performance through continual improvements and efficient management of resources
• Work collaboratively with other departments and teams to ensure seamless operations and enhance the client experience
• Maintain office supplies, equipment, and services to ensure the workplace is well-organised and properly resourced

What can you expect in return?

• 25 days holiday per year plus English bank holidays
• Free parking
• 5% employer contributions to workplace pension scheme
• Structured ongoing training in key business areas
• Opportunities to progress in areas of the business which align to your strengths

What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!

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