Office Manager - Financial Planning

Office Manager - Leading Wealth Management PracticeLocations: 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 mattersAs 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 ..... full job details .....