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Office Manager - Financial Planning

Job Posted: 20 days ago

Salary: £ 33,000 - 33,000 / Annum
Job Type: Permanent
Location: Beverley

Expire in: 7 days

Job Description

Office Manager - Leading Wealth Management Practice
Locations: Beverley | 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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