Office Manager

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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 xehkeey + 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:
West Yorkshire
Job Type:
FullTime
Category:
Administration And Secretarial

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