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Office manager - financial planning

Wakefield
Ellis James Partners Ltd
Financial planner
£33,000 a year
Posted: 18 March
Offer description

Office Manager - Leading Wealth Management Practice Locations: 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

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