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Permanent

IFA Office Manager

Reed
Bristol
money-bag £35000 Annual
Posted: 15 August 2026 (Today)
Closing date: 14 September 2026
Ref: 3155968525

Job Title: IFA Office ManagerLocation: Bristol - hybridReports to: Head of International OperationsWorks with: Directors, Team Leader / Process Manager, Advisers, All StaffPurpose of the RoleWe 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 ResponsibilitiesWorkflow and Operational OversightAllocate 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 ManagementOwn 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 GovernanceOwn and ..... full job details .....

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