Office Manager – IFA Practice

Location: Milton Keynes

Salary: £35,000 – £45,000 FTE (pro rata)

Job Type: Part-time or full-time (flexible)

The Role

We at Recruit UK are working with a growing Independent Financial Adviser (IFA) firm based in Milton Keynes to find an experienced Office Manager. This is a pivotal role within a dynamic and expanding practice, where you will oversee daily office operations, coordinate client communications, manage workloads for senior staff, and support both office-based and remote team members. The role offers flexibility, starting part-time with the potential for a job share in 2026, or full-time from the outset for the right candidate, giving you the opportunity to make a real impact from day one.

Key Responsibilities

• Oversee and manage daily office operations
• Coordinate new client enquiries and manage a growing client list of 250+
• Liaise with investment companies and pension administrators
• Manage pension administration processes
• Book and confirm client appointments
• Handle client review processes efficiently
• Manage workloads for senior staff
• Supervise the office-based team (currently 3 people) and coordinate with 2+ remote staff

What's in it for you

• Health cash plan
• Pension scheme
• Life insurance cover
• Flexible working hours with option to start full-time immediately
• Work in a supportive environment where your contribution directly impacts the business

Requirements

• Previous experience in financial services, ideally within an IFA environment
• Proficient in back-office systems (Enable/Benchmark preferred)
• Advanced skills in Word, Excel, and Outlook
• Strong organisational skills and attention to detail
• Excellent communication and people management skills

Why Apply

Join a small but ambitious team with opportunities for growth and development. This is a chance to take a central role in a growing IFA practice, with flexibility and support to thrive.