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Office Manager - Financial Planning

Posted: 18/03/26
Recruiter:Ellis James Partners Ltd
Reference:3086260922
Type:Permanent
Salary:£33,000 Annual
Location:Beverley, North Yorkshire
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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