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Permanent

Office Manager - Financial Planning

Wakefield
money-bag 33000.00-33000.00 Annual
3086238549
Posted Yesterday

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 officeOversee administration and workflow, ensuring smooth, efficient operationsSupport advisers to deliver exceptional client outcomesFoster 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 doLead and develop your administration team, providing coaching, feedback, and 1:1 supportManage workflow, monitor deadlines, and resolve bottlenecks quicklyEnsure office presentation, compliance, and risk standards are consistently highSupport advisers in achieving maximum efficiency and client satisfactionDrive operational improvements and embed procedural updatesDeliver a premium onboarding and staff experience, promoting the practice''s valuesWho we''re looking forProven experience in office or people management in a financial services environmentStrong organisational, workflow, and problem-solving skillsAbility to lead, coach, ..... full job details .....

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