Job Description
Office Manager – Wealth Management Firm – Hailsham
📍 Location: Hailsham, East Sussex
💰 Salary: Up to £45,000 high basic + Bonuses + Pension + DIS + PMI
💸 OTE: £50,000+
🏢 Sector: Financial Services / Wealth Management / IFA Support
🤝 Recruiter: Cameron James Professional Recruitment
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Overview
Cameron James Professional Recruitment is delighted to be representing a well-established and highly regarded wealth management firm based in Hailsham. Due to continued success and expansion, they are now seeking an experienced and organised Office Manager to oversee the daily operations of the business, supervise the administration team, and ensure the smooth and efficient running of the office.
This is a rare opportunity to join a wealth management firm with a superb reputation built over 25 years of offering independent financial advice across pensions, investments, protection, and mortgages. The successful Office Manager will play a pivotal role in supporting the Financial Adviser and the wider team, maintaining client satisfaction, and ensuring compliance with all FCA standards.
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The Role
As Office Manager for this respected wealth management firm, you will:
• Oversee the daily operations of the Hailsham office, ensuring a professional and compliant service to all clients.
• Supervise a team of experienced administrators, paraplanners, and support staff covering pensions, investments, and mortgage cases.
• Act as the first point of contact for clients, handling general enquiries, booking review meetings, and providing an exceptional client experience.
• Support the Director and Adviser in maintaining client relationships and ensuring the smooth running of the business in their absence.
• Monitor workflow, allocate cases, and ensure that all new and existing business is processed efficiently and accurately.
• Manage internal communications, implement office systems, and oversee compliance documentation.
• Assist with training, appraisals, and team development to maintain high standards across the business.
This Office Manager position is ideally suited to a professional with a strong financial services background who enjoys leading people, improving processes, and maintaining high client service standards within a thriving wealth management firm.
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Key Skills & Requirements
• Minimum 3–5 years of experience within Financial Services, ideally within an IFA or wealth management firm environment.
• Strong understanding of pensions, investments, protection, and mortgages.
• Experience managing or supervising a team within a regulated environment.
• Excellent organisational, communication, and leadership skills.
• Confident and professional manner, with the ability to represent the firm in client communications.
• Ideally Diploma Level 4 qualified or currently working towards this qualification.
• Strong IT skills including CRM systems, Microsoft Office, and back-office software.
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Why Apply?
• High basic salary up to £45,000 plus attractive bonus scheme.
• Work with a respected Chartered Financial Adviser and long-standing client base.
• Collaborative, friendly working environment in a modern office setting.
• Full benefits package including Pension, DIS, and Private Medical Insurance.
• Long-term career stability within a prestigious wealth management firm.
• Excellent work-life balance – Monday to Friday, standard office hours.
This role offers the opportunity to take ownership of day-to-day operations, contribute to client satisfaction, and work directly with senior leadership in a growing financial advisory business. For the right candidate, this is a rewarding position offering a high basic, long-term career progression, and the chance to truly make an impact.
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Summary
If you are an experienced financial services professional seeking a stable and rewarding career within a reputable wealth management firm, this Office Manager role in Hailsham could be the perfect next step. You will enjoy a high basic, excellent benefits, and the chance to use your leadership and industry knowledge to ensure the continued success of this respected business.
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Contact
📞 Bryn McMillan
Financial Services Recruitment Director
Cameron James Professional Recruitment
0203 6330273
📧 bryn.mcmillan@cameron-james.co.uk
🌐 www.cameron-james.co.uk