Company: ELLIS JAMES PARTNERS LIMITED
Job Type: Permanent, FullTime
Salary: £33,000 per annum
Office Manager - Leading Wealth Management PracticeLocations: Beverley |
Salary: £33,000 |
Full-time: Mon-Thur 9:00-17:00, Fri 8:30-16:30Join 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 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