Office Manager

4 days ago


Bromsgrove, United Kingdom NFP, an Aon company (Europe) Full time

We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team.



Overview of duties:


Administrative Support:


  • Manage and coordinate schedules, meetings, and appointments for advisors and client relationship managers.
  • Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests.
  • Act as the primary point of contact for administrative inquiries and support needs.


Client Relationship Support:


  • Assist in preparing materials for client meetings, such as reports, presentations, and follow-up documentation.
  • Handle incoming client inquiries with professionalism, routing them to the appropriate team member as needed.
  • Coordinate and track client communications to maintain high service standards.


Team Coordination:


  • Organize team meetings, events, and training sessions to enhance collaboration and professional development.
  • Maintain and update team records, including performance metrics and compliance documentation.


Financial and Reporting Duties:


  • Manage budgets, and process invoices for approval.
  • Support the preparation of operational and client-related reports as needed.



Person specification


Knowledge, skills and abilities:


  • Strong organizational and multitasking skills, with attention to detail.
  • Excellent interpersonal and communication abilities.
  • Proficiency in office software (e.g., Microsoft Office Suite, CRM systems).
  • Knowledge of financial industry regulations and client confidentiality standards is a plus.
  • Problem-solving mindset and ability to work independently under minimal supervision.



Education / and or Experience


  • At least 3 years of experience in office management, preferably in the financial or wealth management industry.
  • Experience with Dynamic Planner and Intelligent Office or Curo systems.
  • Relevant Financial Services qualifications.


Key information:


Hours: 35 hours

Location: Bromsgrove, Hybrid


If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.



  • Bromsgrove, Worcestershire, United Kingdom Office for Environmental Protection Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Performance Manager to join our team at the Office for Environmental Protection.Job SummaryThe Principal Strategy and Performance Manager is a critical role in delivering our mission to protect and improve the environment. As a key member of our Business Strategy and Planning team, you...


  • Bromsgrove, Worcestershire, United Kingdom Equals One Ltd Full time

    **Our Team**We're a close-knit team at Equals One Ltd, dedicated to revolutionising health and safety compliance solutions. Our office is based in Bromsgrove, Worcestershire, and we're committed to creating a supportive and inclusive work environment.We're seeking an Office Management Professional to join our team, responsible for overseeing daily...


  • Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    About the JobWe are recruiting for an Office Manager to support our financial planning team in Bromsgrove.This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service.Job Description:Administrative Support:Manage and coordinate schedules, meetings, and appointments for...

  • Office Manager

    4 days ago


    Bromsgrove, United Kingdom NFP, an Aon company Full time

    We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team...

  • Office Coordinator

    6 months ago


    Bromsgrove, United Kingdom Lineview Solutions Full time

    Title: Office Coordinator Reports to: Office & IT Manager Purpose: Working within the shared services department, predominantly supporting the office Manager in the general running of the office facilities and administrative support in Office, IT and Health & Safety policies and procedures. The role will also support our People Partners Manager and...

  • Office Assistant

    6 months ago


    Bromsgrove, United Kingdom Johnson Fleming Full time

    We’re NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we need someone to join us to have overall responsibility for facilities management at...

  • Office Assistant

    7 months ago


    Bromsgrove, United Kingdom Yushin Automation Limited Full time

    **NO RECRUITMENT AGENCIES** **The Company**: Yushin Automation Ltd is a leading supplier of high quality Robotics & Automation equipment. There’s something deeply impressive to witness the synchronized ballet of automated production performed by a series of precision robots, all working in perfect harmony. Yushin Automation Limited has been helping to...

  • Homeownership Officer

    4 weeks ago


    Bromsgrove, United Kingdom Bromsgrove District Housing Trust Full time

    Homeownership Officer Please read the following job description thoroughly to ensure you are the right fit for this role before applying.£35,690.20 (based on 37 hrs per week) Bromsgrove Permanent Full or Part Time 30-37 hours per week (days flexible but must cover Fridays) Closing Date: Monday 2nd December @ 9am Interview Date (in person): Thursday 12th...

  • Referrals Officer

    7 months ago


    Bromsgrove, United Kingdom Foster Care Associates Full time

    **FOSTER CARE ASSOCIATES (THE FCA)** **REFERRALS OFFICER - FOSTERING** **Location: Office Based - Bromsgrove** **Full Time - Permanent** **Salary: Up to £19,500** **Benefits: 30 days’ Annual Leave (increasing to 35 days’ with length of service) + Bank Holidays, Company Pension, Life Assurance x2, Employee Discount Scheme, Medical Cash Plan &...

  • Homeownership Officer

    1 month ago


    Bromsgrove, United Kingdom Bromsgrove District Housing Trust Full time

    Homeownership Officer £35,690.20 (based on 37 hrs per week)BromsgrovePermanentFull or Part Time 30-37 hours per week (days flexible but must cover Fridays)Closing Date: Monday 2nd December @ 9amInterview Date (in person): Thursday 12th December 2024We have an exciting opportunity to join us as a Homeownership Officer working in a small, busy team which...

  • Homeownership Officer

    1 month ago


    Bromsgrove, United Kingdom Bromsgrove District Housing Trust Full time

    Homeownership Officer £35,690.20 (based on 37 hrs per week) Bromsgrove Permanent Full or Part Time 30-37 hours per week (days flexible but must cover Fridays) Closing Date: Monday 2nd December @ 9am Interview Date (in person): Thursday 12th December 2024 We have an exciting opportunity to join us as a Homeownership Officer working in a small, busy...

  • Homeownership Officer

    4 weeks ago


    Bromsgrove, United Kingdom Bromsgrove District Housing Trust Full time

    Homeownership Officer £35,690.20 (based on 37 hrs per week)BromsgrovePermanentFull or Part Time 30-37 hours per week (days flexible but must cover Fridays)Closing Date: Monday 2nd December @ 9amInterview Date (in person): Thursday 12th December 2024We have an exciting opportunity to join us as a Homeownership Officer working in a small, busy team which...

  • Compliance Officer

    6 months ago


    Bromsgrove, United Kingdom NFP Europe Full time

    We are recruiting for a **Compliance Officer** to support the Compliance team in the delivery of strategic and tactical enhancements of the Group Compliance function, together with ensuring that both internal and external BAU compliance requirements are met. The role will be a key part of the compliance function collectively working to ensure the effective...

  • Compliance Officer

    7 months ago


    Bromsgrove, United Kingdom Johnson Fleming Full time

    We’re NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to support the Compliance team in the delivery of strategic...

  • Procurement Officer

    6 months ago


    Bromsgrove, United Kingdom Novax Recruitment Ltd Full time

    Bromsgrove £26 per hour Full Time Contract ( 6 months long) Novax Recruitment is actively seeking a Procurement Officer based in Bromsgrove. This is a contract without a scope for extension working full time hours. **The job**: Provide additional capacity primarily to the Fleet Manager Procure a range of services contracts for the hiring,...


  • Bromsgrove, United Kingdom VKF Renzel (UK) Ltd Full time

    VKF Renzel is one of the world's largest manufacturers of POS products. Founded in Germany in 1985, we've significantly grown, now with 600+ employees spanning over 20 countries worldwide. Our Bromsgrove location opened in 1995 and VKF Renzel is now one of the UK's leading manufacturers and suppliers of acrylic & PVC products within the point of sale...

  • Compliance Officer

    6 months ago


    Bromsgrove, United Kingdom Johnson Fleming Full time

    We’re NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to support the Compliance team in the delivery of strategic...

  • Homeownership Officer

    1 month ago


    Bromsgrove, United Kingdom IRIS -Networx Services Full time

    Homeownership Officer     £35,690.20 (based on 37 hrs per week)  Bromsgrove   Permanent  Full or Part Time 30-37 hours per week (days flexible but must cover Fridays)     Closing Date: Monday 2nd December @ 9am  Interview Date (in person): Thursday 12th December 2024     Our client has an exciting opportunity to join them as a Homeownership...


  • Bromsgrove, United Kingdom 4Social Work and Public Sector Staffing Full time

    Driver Compliance Officer - Bromsgrove £22 per hour Contract - Full Time (Hybrid Working) Duties/Responsibilities: This role is to provide additional capacity primarily to the Fleet Manager to undertake a review of driver compliance across the HGV fleet covering waste management and our place teams. This will involve a review of CPC training and...

  • Procurement Officer

    7 months ago


    Bromsgrove, United Kingdom Fox Morris Group Full time

    **Procurement Officer - Bromsgrove District Council** **6+ Month Ongoing Contract** **Rate - Negotiable - Please send your CV with the rate of pay you require!** **Essentials**: - Experience of frameworks and fleet related procurements would be essential. **Job Role**: - This role is to provide additional capacity primarily to the Fleet Manager to...