Office Manager - Wealth management
Posted 9 hours 2 minutes ago by NJR Recruitment
Office Manager - Wealth management
Beverley
£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 Beverley
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
What's 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 NJR16545
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.