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Office Manager

Job Posted: 22 days ago

Salary: £ 32,000 - 35,000 / Annum
Job Type: Permanent
Location: Tadcaster, North Yorkshire

Expire in: 6 days

Job Description

Full-time | Permanent | Hybrid (circa 1 day per week WFH)
 Location: Tadcaster
 Salary: Up to £35,000 (DOE)

An excellent opportunity has arisen for an experienced Office Manager to join a small, friendly, and professional financial services team based in Tadcaster. This is a key role within the business, supporting both the day‑to‑day running of the office and the delivery of high‑quality client service.

This position is ideal for someone who thrives in a varied role, enjoys taking ownership, and has strong experience within an IFA or financial planning environment.

About the Role

Working closely with advisers and the wider client support team, you will play a central role in ensuring smooth office operations while providing essential administrative and client support. The team is growing, with additional hires planned, making this an exciting time to join.

This is a hybrid position, with approximately one day per week working from home.

Key Responsibilities

Client Management

Handling client enquiries professionally via phone and email
Providing first‑line support for client questions
Coordinating client appointments and meetings
Assisting with client onboarding and associated documentationDiary & Schedule Management

Managing adviser diaries efficiently
Scheduling appointments, meetings, and client reviewsAdministrative Support

Providing comprehensive administrative support using platforms, provider systems, and CRM (ideally Intelligent Office)
Preparing meeting packs and client documentation
Handling correspondence and maintaining accurate recordsOffice Management

Overseeing day‑to‑day office operations
Managing office supplies, equipment, and general presentation
Acting as the first point of contact for visitors and reception dutiesWhat We're Looking For

Minimum 3 years' experience within an IFA or financial planning practice
Strong organisational and communication skills
Confident liaising with clients over the telephone
Experience working with product providers, platforms, and CRM systems
A proactive, reliable team player with excellent attention to detailBenefits

Salary up to £35,000 depending on experience
25 days' holiday plus bank holidays
Full-time hours (9am-5pm, 1 hour lunch) with some flexibility on start and finish times
Hybrid working (circa 1 day per week from home)

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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Looking for your next career move? Join a top company hiring Office Manager job near me in Tadcaster, North Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!