Key Responsibilities

Office Operations & Governance

• Manage the smooth and efficient running of the office.
• Oversee facilities, suppliers, office equipment, stationery, and marketing materials.
• Coordinate health & safety requirements, business continuity planning, fire drills, and risk assessments.
• Maintain operational records, registers, and governance documentation.
• Organise branch meetings and ensure actions are followed through to completion.
• Promote best practice, consistency, and strong operational controls across the office.

Client Administration & Operational Support

• Provide high-quality support to advisers and investment professionals.
• Assist with client onboarding, account opening, and account maintenance processes.
• Ensure AML/KYC documentation is completed accurately and efficiently.
• Prepare client review packs, valuations, and supporting documentation.
• Support regulatory reviews and key client servicing activities.
• Liaise with internal departments to resolve client queries and operational issues.

Team Leadership

• Supervise and support administrative team members.
• Manage workload allocation and maintain service standards.
• Conduct performance reviews and support professional development.
• Deliver coaching and training on systems, processes, and client service.
• Monitor adherence to compliance and regulatory procedures.

Reporting & Performance Management

• Produce monthly operational and performance reports.
• Track key business metrics and service standards.
• Coordinate and manage office projects and regulatory review programmes.
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