Business Manager (home-based, full or part-time), £40,000 to £50,000
Are you frustrated with seeing how work could improve, yet your employer would rather take twice as long?
Many office roles are about keeping the business running. This is about making it run better.
You'll join a well-regarded specialist financial planning firm as their first operational hire.
Work from home 4 days a week, with once a week travel into Cambridge or London, and flexibility around how the job gets done.
This is a key hire that enables their growth. By taking the admin burden from their Directors and Financial Planners, you’ll free them to scale their business and give even more responsive advice for medical professionals.
They're already growing 17% to £1.4m this year with a team of six.
While newly created, it’s been built on good foundations. They've used Microsoft Power Automate in innovative ways to streamline their operations and know there's more to do.
What you’ll do
* Learn the business and its administration, then improve it through automation and better processes
* Become the go-to person for CRM, document management and automation tools over time
* The role will evolve with the business, and you will have a significant say in what it becomes
About you
Financial planning is ripe for fresh ideas. They are more interested in capability, curiosity and an appetite for improvement than a tick box experience exercise.
The tools they use are Transact, Docusign, Power Automate and Plannr, as well as standard Microsoft packages – if you know equivalent tools well and enjoy learning, that’s more important.
This could be Xero in Accounting, Clio/LEAP in a Law firm, or Zapier instead of Power Automate.
You are bright, adaptable, diplomatic and try to see the bigger picture. Your career might have been as an Operations Manager, Business Manager, Office Manager, PA/EA or similar.
What you’ll get
* As the first operational hire, you’ll be central to scaling a business with a direct hand in shaping how they work
* Salary of £40,000–£50,000. Part-time considered, which allows flexibility on salary, e.g. 4 days a week has a full-time equivalent range of £50,000–£62,500
* Benefits include private medical insurance, death in service, income protection, and pension
Recruitment process
Vacancy first advertised on 30th March 2026.
Full candidate pack, job description and person specification available.
First stage with the MD – a getting to know you conversation where you’ll have plenty of opportunity to ask questions.
Second stage with the MD and Technical Director, including a short discussion based task around a relevant area of work.
Contact me on (phone number removed) or greg dot wyatt at bwrecruitment dot co dot uk, if you need any help in deciding whether to apply.
Or apply if you are ready. Don’t worry if your CV isn’t up to date – use what you have and we can deal with the rest later.
All applications will receive a reply within 3 days.
I’ll read every application personally and don’t use any AI for assessment purposes.
Please note: the employer cannot sponsor a visa. You’ll need permanent and unrestricted right to work in the UK