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 RoleWorking 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 ResponsibilitiesClient ManagementHandling client enquiries professionally via phone and emailProviding first-line support for client questionsCoordinating client appointments and meetingsAssisting with client onboarding and associated documentationDiary and Schedule ManagementManaging adviser diaries efficientlyScheduling appointments, meetings, and client reviewsAdministrative SupportProviding comprehensive administrative support using platforms, provider systems, and CRM (ideally Intelligent Office)Preparing meeting packs and client ..... full job details .....