IFA Office Manager

Job Title: IFA Office Manager Location: Bristol - hybrid Reports to: Head of International Operations Works with: Directors, Team Leader / Process Manager, Advisers, All Staff Purpose of the Role We are seeking a dynamic Office Manager to join our IFA firm, responsible for ensuring the smooth, compliant, and efficient operation of our office and administrative framework. This role is pivotal in driving processes and procedures, reporting directly to the Head of Operations. The Office Manager will oversee office operations, systems, procedures, compliance oversight, and workflow planning, ensuring administrative work is prioritised and delivered within agreed standards. Key Responsibilities Workflow and Operational Oversight Allocate and prioritise administrative tasks across the business to ensure deadlines and service standards are met. Oversee new business processing, ensuring accuracy and completeness. Act as the escalation point for system issues. Monitor output and standards at a functional level and escalate delivery concerns to the Team Leader. Systems and Data Management Own and maintain back-office systems including True Potential, GoldMine, Trove, and OwnCloud. Ensure systems are kept up to date and data integrity is maintained. Set up new advisers and users on relevant systems. Maintain client registers and internal tracking spreadsheets. Liaise with providers regarding system access, Terms of Business, and operational requirements. Procedures, Compliance and ..... full job details .....