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Permanent

Office Manager - Wealth management

Wakefield
money-bag 30000.00-30000.00 Annual
3085866490
Posted 2 days ago

Office Manager - Wealth management Wakefield £30,000 - £35,000An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in WakefieldThis 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 RoleAs Office Manager, you will:Lead the day-to-day operations of your teamOversee administration workflows and ensure service standards are metDrive consistency, efficiency, and process improvementsSupport Financial Advisers in delivering excellent client outcomesFoster a collaborative and high-performing team cultureWork closely with the senior leadership team on operational initiativesWhat do we need from you? ExperienceProven experience working as an IFA Administrator or Financial Planning AdministrationStrong knowledge of financial products including pensions, investments, Inheritance tax and protection productsBackground managing and motivating small teams Strong communication and interpersonal skillsExcellent organisation and workflow management skillsConfident problem solver with resilience and initiativeWhat''s in it for you? Competitive salary Annual bonus schemeProgression and development options 25 days

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