Job Description
Office Manager - Leading Wealth Management PracticeLocations: Wakefield | Salary: £33,000 | Full-time: Mon-Thur 9:00-17:00, Fri 8:30-16:30 Join a growing, high-performing wealth management practice as Office Manager, leading daily operations, managing a small team, supporting advisers, and ensuring clients receive first-class service. St. James's Place (SJP) experience is preferred, Financial Services experience is essential.Why this role matters As Office Manager, you'll play a central leadership role:
* Lead the day-to-day running of your office
* Oversee administration and workflow, ensuring smooth, efficient operations
* Support advisers to deliver exceptional client outcomes
* Foster a positive, high-performance culture aligned with our values
This is a hands-on, visible leadership role — part coach, part manager, part operational strategist.What you'll do
* Lead and develop your administration team, providing coaching, feedback, and 1:1 support
* Manage workflow, monitor deadlines, and resolve bottlenecks quickly
* Ensure office presentation, compliance, and risk standards are consistently high
* Support advisers in achieving maximum efficiency and client satisfaction
* Drive operational improvements and embed procedural updates
* Deliver a premium onboarding and staff experience, promoting the practice's values
Who we're looking for
* Proven experience in office or people management in a financial services environment
* Strong organisational, workflow, and problem-solving skills
* Ability to lead, coach, and develop a small team
* Comfortable with CRM systems (Salesforce desirable), Microsoft Office, and digital tools
* Confident, resilient, and proactive with a keen eye for quality and detail
Why join
* Lead a small, high-performing team with real impact
* Be part of a values-driven practice that prioritises people and clients
* Work in a premium, professional environment with growth opportunities
* Flexible working schedule and supportive culture
Please get in touch with Ellis Mears at EJP for full details