Office Manager

New Yesterday

Office Manager Wealth management
Wakefield
£30,000 - £35,000
An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Wakefield
This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture.
The Role
As Office Manager, you will:
Lead the day-to-day operations of your team
Oversee administration workflows and ensure service standards are met
Drive consistency, efficiency, and process improvements
Support Financial Advisers in delivering excellent client outcomes
Foster a collaborative and high-performing team culture
Work closely with the senior leadership team on operational initiatives
What do we need from you?
Experience
Proven experience working as an IFA Administrator or Financial Planning Administration
Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products
Background managing and motivating small teams
Strong communication and interpersonal skills
Excellent organisation and workflow management skills
Confident problem solver with resilience and initiative
Whats in it for you?
Competitive salary
Annual bonus scheme
Progression and development options
25 days holiday + Bank holidays
Free parking
Death in Service cover
Pension Scheme
This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business.
Apply today via NJR Recruitment or call quoting the reference NJR16544
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer no to key screening questions, we may not be able to contact you.

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Location:
Wakefield
Salary:
£35,000
Job Type:
FullTime
Category:
Administration

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