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IFA Office Manager

Job description

Our client are growing to be the leading chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm.

This role will suit someone who has previous office/operational management experience within the financial services profession.

Role Responsibilities:

  • Ensure business process & policies are adhered throughout the office
  • Reviewing procedures and complying with FCA
  • Scheduling tasks and making sure office is running smoothly
  • Involvement in operational plans for the business
  • Oversee reception desk functionality
  • Coaching and training to provide full support in the business


  • Accuracy
  • Management level
  • Excellent interpersonal skills
  • Managing deadlines
  • Problem solving and decision making

Please apply if you are interested and excited to be a part of this growing firm.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.