Office Manager (Financial Planning Firm)

Office ManagerWest Lothian - onsite 5 daysExcellent Salary DOEPermanent, Full-Time - 40 hoursMeraki Talent is working with a well-established and reputable financial advice organisation dedicated to providing expert financial planning and investment services, to assist them with the appointment of an experienced Office Manager.Our client has a commitment to excellence and professionalism, we are seeking an experienced and highly organised Office Manager to join our dynamic team.This is a full-time, permanent position offering excellent salary autonomy the their role.The Role:As an Office Manager, you will play a pivotal role in ensuring the smooth and efficient operation of the office. You will be responsible for overseeing administrative processes, managing office resources, and supporting the team to maintain a high level of service for our clients.Key Responsibilities:

• Oversee daily office operations and ensure efficiency in administrative processes.
• Provide support to financial advisors, including scheduling meetings and preparing client documentation.
• Ensure compliance with industry regulations and internal policies.
• Handle HR duties such as onboarding new staff and managing personnel records.
• Implement and improve office procedures to enhance productivity.
• Assist with financial administration, such as invoicing and expense management.
• Maintain confidentiality and handle sensitive client information securely.

What We’re Looking For:

• Proven experience as an Office Manager within a Financial Advisory firm
• Must have experience as a paraplanner or supervisory role
• Level 4 diploma qualified
• Strong organisational and multitasking abilities.
• Knowledge of financial services regulations and compliance
• Proficiency in Microsoft Office Suite and office management software.
• A proactive and problem-solving mindset with great attention to detail.

Apply NowLauren wants: Office Manager, Paraplanner, Level 4 Diploma'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use the information we collect about you."Please see our website page headed 'Privacy Notice’ for an explanation about how we use the information we collect about you’