Office Manager
New Yesterday
Office Manager Wealth management
Wakefield
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
£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 xbpsjku + 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.
- Location:
- Leeds
- Job Type:
- FullTime
- Category:
- Administration And Secretarial
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