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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