Contact Ellis James Partners Ltd
Ellis James Partners Ltd
Office Manager - Financial Planning
Wakefield, West Yorkshire
- Hours
- Full Time
- Posted
- 2 hours ago
- Salary
- £33,000 - Annum
- Recruiter
- Ellis James Partners Ltd
- Closes
- 18 May 2026
- Course
- No
- Recruiter Type
- Direct Employer
Description
Office Manager - Leading Wealth Management Practice
Locations: Wakefield | 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, xjnqpsq 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
Ad ID: 5418043276
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