Client Services & Operations Manager

Taylor & Taylor Financial Planning in Bolton (BL1) seeks an Office Manager / Financial Services Administrator to support the financial planners and enhance operational efficiency in a small, client-focused team. The role provides training and a clear path to growth, with flexible or part-time options for the right candidate.

You will manage admin tasks, CRM data, deadlines and project work with discretion. If you enjoy organisation, relationship-building and improving processes in a professional