Office Manager

Full-time Permanent Hybrid (circa 1 day per week WFH)Location: TadcasterSalary: 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 documentation

Diary & Schedule Management

• Managing adviser diaries efficiently
• Scheduling appointments, meetings, and client reviews

Administrative 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 records

Office 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 duties

What 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 detail

Benefits

• 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)