Office Manager – Wealth Management

Office Manager – Wealth Management

Our client, a successful and well-established Boutique Wealth Management firm with an outstanding reputation for delivering tailored financial advice, is seeking an experienced and motivated Office Manager to join their growing team.

This is an excellent opportunity to become part of a respected organisation that places clients at the heart of everything it does. With a strong and supportive working environment, this role also offers long-term stability,

The Role

As part of a highly professional team, you will be responsible for building and maintaining excellent client relationships and providing strong administration support to the team.

The ideal candidate will have:

• Previous administrative experience in financial planning or wealth management.
• Excellent communication and relationship-building skills.
• A client-first approach with strong attention to detail.
• A proactive and professional attitude 

What's on Offer

Competitive salary and hybrid working.

Monday – Thursday          09:00 – 17:00

Friday                                  09:00 – 16:00

25 days annual leave + bank holidays

Access to high-quality systems and resources.

Job description

• Client Management & PA Duties
• Handle incoming telephone calls and emails; liaise professionally with clients, solicitors, accountants, and providers
• Ability to work alone; be proactive, organised and detail focused.
• Support Advisers
• Assist with ad-hoc administrative tasks as required
• Ability to confidently and effectively use: Excel, Word, Outlook (Office 365)
• Post – open, scan, update client data and distribute

Back office CRM Management

iO (Intelligent Office) - experience beneficial but not essential

• Maintain accurate and up‑to‑date client records
• Manage administrative tasks and workflow items assigned within iO
• Add new business (NB) and plans to client records, including income data and supporting documents
• Document designer - to maintain and update standard letters and templates
• MI reports
• Income – reconcile income statements from providers and match to client plans.

• Manage PFP (Personal Finance Portal):

Invite new clients

Monitor client messages and updates

Liaise with advisers regarding client queries

Regularly attend webinars to keep updated with latest system improvements and implementation. Report to Advisers where necessary.

Wrap Platform Management  Aberdeen WRAP –

Open and monitor new business cases

Check for outstanding charges and resolve

Monitor client cash levels for Income and Charges

Process withdrawals and drawdown requests

Support ongoing WRAP servicing and reporting

Office Accounting

• Daily reconciliation of QuickBooks to bank accounts
• Add, match, and upload all bank transactions
• Input invoices, bills, income statements, and provider statements
• Match client plans to EDI provider statements and manually uploaded statements
• Complete month‑end reconciliation of income from providers to Bank cash receipts
• Maintain accurate accounting records across systems

New Business – in addition to WRAP and iO

• Provide monthly New Business submission data
• Maintain NB completion records including: Product details, Amounts, Charges, Dates, Ongoing values, Annual premiums for insurance products.
• Support data collation for annual PII requirements

If you're looking to join a forward-thinking Wealth Management firm where your expertise will be valued and rewarded, we'd love to hear from you.

Todd Hayes Ltd is an equal opportunities employer. Due to the high volume of applications we receive, we regret that we are unable to respond to every applicant individually. However, your details will remain on file, and we will contact you should another suitable opportunity arise.

If your application is shortlisted, we will be in touch.