Office Manager – Wealth management

Beverley

£30,000 - £35,000

An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Beverley

This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture.

The Role

As Office Manager, you will:

• Lead the day-to-day operations of your team
• Oversee administration workflows and ensure service standards are met
• Drive consistency, efficiency, and process improvements
• Support Financial Advisers in delivering excellent client outcomes
• Foster a collaborative and high-performing team culture
• Work closely with the senior leadership team on operational initiatives

What do we need from you?

Experience

• Proven experience working as an IFA Administrator or Financial Planning Administration
• Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products
• Background managing and motivating small teams
• Strong communication and interpersonal skills
• Excellent organisation and workflow management skills
• Confident problem solver with resilience and initiative

What’s in it for you?

• Competitive salary
• Annual bonus scheme
• Progression and development options
• 25 days holiday + Bank holidays
• Free parking
• Death in Service cover
• Pension Scheme

This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business.

Apply today via NJR Recruitment or call quoting the reference NJR16545

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.