Full job descriptionRecruit UK is supporting a well-established Wealth Management firm in their search for an Office Manager for their office in Southampton. It’s a varied role split between office management and providing operational support to the Investment Managers on site.


This position suits someone with a background in wealth management or financial services administration, ideally with some exposure to the investment side of the business.


Responsibilities Include:
*Oversee the smooth day-to-day running of the office, suppliers and health & safety
*Support business continuity planning and maintain compliance records
*Provide administrative support to Investment Managers, including client onboarding, AML/KYC checks and meeting packs
*Coordinate suitability reviews, regulatory deadlines and corporate actions
*Supervise and support the administrators, including coaching, training and performance reviews
*Prepare monthly performance reports and coordinate meetings, tracking actions through to completion


Benefits:
*Salary up to £45,000
*27 days annual leave plus Bank Holidays
*8% employer pension contribution
*Life cover, private medical, health insurance extending to family members
*Flexible benefits package
*Excellent development & exam support
*Hybrid working


Requirements:
*Vast experience in a wealth management or financial services management role
*An industry qualification such as IOC Level 3 (advantageous)
*Good understanding of investment operations, client onboarding and regulatory processes
*Excellent attention to detail, organisation and the ability to prioritise under pressure
*Experience supervising, coaching or developing a small team (advantageous)


If you have a great understanding of Investment operations and are looking to move into a role with more variety and client exposure, we’d love to hear from you.