Job Description

Office Manager, Financial Services

Location:

Lytchett Matravers, Poole

Contract:

Permanent, Full-time

Walker Wealth Management is a successful and growing financial advice practice, proudly delivering tailored, long-term financial planning solutions to our clients. We are now seeking an experienced

Office Manager

to take ownership of the day-to-day running of our office, ensuring efficiency, compliance, and an excellent client experience.

About the Role

As Office Manager, you will play a key role in ensuring the smooth operation of our business. You'll manage and support our practice support staff, oversee daily workflows, and ensure regulatory and client service standards are consistently met. This is a hands-on role, balancing people management, operational oversight, and process improvement.

Key Responsibilities

Oversee the day-to-day running of the office and support smooth business operations. Manage and distribute workloads across the team to maintain efficiency and service excellence. Provide training, guidance, and ongoing development for team members. Ensure compliance with regulatory and legislative requirements. Maintain accurate client information across all systems. Oversee client servicing to ensure service level KPIs are met. Manage staff rotas, holidays, and ensure adequate cover at all times. Handle ordering of office supplies, documents, and equipment.

About You

We are looking for someone highly organised, confident, and people-focused, with strong leadership and communication skills.

Essential Experience & Skills:

Proven experience in an Office Manager (or similar) role, ideally within financial services. Experience managing and developing people. Knowledge of regulated environments and compliance processes. Excellent task and workflow management skills. Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel). Strong interpersonal and influencing skills. Exceptional attention to detail and the ability to multi-task effectively.

Personal Attributes:

Calm under pressure and adaptable to change. Professional and approachable, with a positive outlook. A collaborative team player who also works effectively independently.

Why Join Us?

At Walker Wealth Management, we pride ourselves on being a client-focused and forward-thinking practice. You'll be part of a supportive and professional team in a business that values growth, quality, and long-term success.

How to Apply

If you are an experienced Office Manager looking for your next opportunity in a growing financial advice firm, we'd love to hear from you. Please send your

CV and covering letter

to lauren.brewer@sjpp.co.uk.

Applications must be received by 10th October 2025 and we reserve the right to close applications before this date if we find the right candidate.

Job Types: Full-time, Permanent

Pay: 30,000.00-35,000.00 per year

Benefits:

Financial planning services Free parking
Experience:

people management: 2 years (required)
Work Location: In person