Office Manager - Financial Planning

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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