Office Manager

Office Manager

Annual Salary: £32,000 - £35,000 per annum, plus up to 10% performance-related bonus
Location: Hungerford, West Berkshire
Job Type: Full-time, Monday to Friday, 09:30am - 5:00pm

About the Role

We are seeking an experienced, highly organised, and professional Office Manager to join a successful and growing Wealth Management Practice based in Hungerford.

This is a key position within the business, supporting senior leadership and ensuring the smooth day-to-day running of the office. You will play a pivotal role in delivering an exceptional client experience, managing administrative operations, coordinating support staff, and maintaining efficient business processes.

With ambitious growth plans, this position offers excellent long-term career prospects within a professional and expanding organisation.

Day-to-Day Responsibilities

• Oversee office operations, client administration, diary management, CRM maintenance, and team coordination.


• Act as a key point of contact for clients, advisers, and support staff, ensuring smooth and efficient business operations.


• Manage office expenses and oversee general office administration.


• Review and improve office systems, processes, and workflows to maximise efficiency.


• Coordinate client review meetings and prepare all necessary documentation.


• Maintain accurate and up-to-date client records and documentation.


• Manage Letters of Authority and liaise with relevant providers where required.


• Support client servicing activities and ensure administrative tasks are completed accurately and within agreed timescales.


• Provide day-to-day support and coordination for the administration team.


• Manage incoming calls, emails, correspondence, and client enquiries professionally and confidentially.


• Support senior management with a range of operational and administrative requirements.

• Proven experience in an Office Manager, Practice Manager, Executive Assistant, Senior Administrator, Client Services Administrator, or similar role.


• Previous experience within Financial Services, Wealth Management, or a professional services environment is highly desirable.


• Strong office management and organisational skills.


• Excellent telephone manner and client relationship management skills.


• Experience managing multiple priorities and meeting deadlines.


• Exceptional attention to detail and accuracy.


• High levels of professionalism, confidentiality, and discretion.


• Strong communication and interpersonal skills.


• Ability to work independently and use initiative.


• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.


• Experience using CRM systems, ideally Salesforce.


• Positive, flexible, and proactive approach to work.

• Competitive salary dependent on experience.


• Performance-related bonus of up to 10%.


• Comprehensive training and ongoing professional development.


• Long-term career progression opportunities.


• Opportunity to join a successful and growing business.


• Supportive, collaborative, and professional working environment.

If you are a proactive and professional Office Manager looking to contribute to a growing and successful business, we'd love to hear from you. Please submit your CV and a cover letter detailing your qualifications and how you can contribute to our team's success.

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