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My client is a highly respected wealth manager and due to growth they are looking for an organised and proactive Office Manager to oversee the smooth day-to-day operation of a well-established wealth management office in Southampton. \n The Opportunity \n As Office Manager, you will act as the operational hub of the branch, supporting advisers and investment professionals while ensuring excellent client service, regulatory compliance, and efficient office operations. You will also provide leadership and guidance to administrative support staff and contribute to the continued growth and success of the business. \n Key Responsibilities \n Office Operations & Governance \n\n • Manage the smooth and efficient running of the office.\n, • Oversee facilities, suppliers, office equipment, stationery, and marketing materials.\n, • Coordinate health & safety requirements, business continuity planning, fire drills, and risk assessments.\n, • Maintain operational records, registers, and governance documentation.\n, • Organise branch meetings and ensure actions are followed through to completion.\n, • Promote best practice, consistency, and strong operational controls across the office.\n\n Client Administration & Operational Support \n\n • Provide high-quality support to advisers and investment professionals.\n, • Assist with client onboarding, account opening, and account maintenance processes.\n, • Ensure AML/KYC documentation is completed accurately and efficiently.\n, • Prepare client review packs, valuations, and supporting documentation.\n, • Support regulatory reviews and key client servicing activities.\n, • Liaise with internal departments to resolve client queries and operational issues.\n\n Team Leadership \n\n • Supervise and support administrative team members.\n, • Manage workload allocation and maintain service standards.\n, • Conduct performance reviews and support professional development.\n, • Deliver coaching and training on systems, processes, and client service.\n, • Monitor adherence to compliance and regulatory procedures.\n\n Reporting & Performance Management \n\n • Produce monthly operational and performance reports.\n, • Track key business metrics and service standards.\n, • Coordinate and manage office projects and regulatory review programmes.\n\n What We're Looking For \n Experience \n\n • Previous experience within an Office Manager, Operations Manager, Practice Manager, Team Leader, or Senior Administration role.\n, • Experience within wealth management, investment management, financial planning, banking, or the wider financial services sector.\n, • Understanding of client onboarding, investment operations, and regulatory processes would be advantageous.\n\n Skills \n\n • Excellent communication and relationship-building skills.\n, • Strong organisational and prioritisation abilities.\n, • Exceptional attention to detail and accuracy.\n, • Confident working in a regulated environment.\n, • Natural leadership skills with experience coaching and developing others.\n, • Proactive, solutions-focused, and able to take initiative.\n, • Strong stakeholder management and collaboration skills.\n\n What's on Offer? \n\n • Competitive salary and benefits package.\n, • Opportunity to join a respected and professional wealth management environment.\n, • Varied and rewarding role with genuine responsibility and autonomy.\n, • Supportive team culture.\n, • Career development and progression opportunities.\n\n

Any applicant must hold Level 4 Diploma in UK financial advice \n \n If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! \n \n This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. \n \n As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow. \n \n The Benefits: \n\n • All leads are professionally introduced through a robust lead generation process\n, • Attractive remuneration terms\n, • Full paraplanning and admin support\n, • Market focused training provided\n, • Business and personal development\n, • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income\n, • National coverage.\n, • Many great opportunities for Advisers to really maximise their earning potential.\n\n \n The Role: \n\n • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals\n, • Prepare sound financial plans to ensure clients meet their targets\n, • Advise clients on current financial issues and make recommendations\n, • Generate new business and build introducer relationships\n, • Customise financial plans according to clients’ changing needs\n, • Build strong relationships to retain existing clients\n, • Maintain and update knowledge of regulations, practices, and financial products\n\n \n \n About You: \n\n • Proven experience as a financial planner\n, • Ability to analyse financial information and comply with regulations\n, • Proficiency in MS Office and CRM systems\n, • Attention to detail and strong math skills\n, • Strong ethics, with a customer-oriented attitude\n, • Outstanding communication skills, with the ability to foster long-term relationships\n, • Diploma in Financial Services\n\n \n \n Qualifications: \n \n\n • Diploma in Financial Advice\n, • Industry Sales experience\n, • Strong understanding of investment and pension business\n, • Excellent interpersonal skills goals.\n, • Ambition and Hunger\n\n

\n Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include: \n \n\n • Assisting IM's with portfolio management for a range of discretionary and advisory clients\n, • Opening and maintenance of client accounts\n, • General administration and data entry duties\n, • Maintenance of due diligence documentation\n, • Performing trades\n, • Monitoring progress of investment funds\n, • Assist with the construction and maintenance of Investment models\n, • Ensuring clients portfolios are aligned with their goals and attitude to risk\n, • Preparing investment proposals\n, • Actively assisting with the development of Investment strategy\n\n \n Applicants must possess previous support experience from the Investment / Financial services sector (NOT retail banking).You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving, prioritising and organisational ability. \n \n This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package.

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