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- Tasks: Lead daily operations and manage a small team in a wealth management practice.
- Company: Join a high-performing wealth management practice focused on client satisfaction.
- Benefits: Competitive salary, flexible working hours, and growth opportunities.
- Why this job: Make a real impact while fostering a positive, values-driven culture.
- Qualifications: Experience in office management within financial services and strong leadership skills.
- Other info: Dynamic role with hands-on leadership and operational strategy.
The predicted salary is between 33000 - 33000 £ per year.
Locations: Wakefield
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- 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
- 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
- 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.
Office Manager - Financial Planning in England employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Manager - Financial Planning in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those with experience at St. James's Place. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. We want to see how you align with our high-performance ethos, so think of examples that showcase your leadership and problem-solving skills.
✨Tip Number 3
Show off your organisational skills! During interviews, be ready to discuss how you've managed workflows and resolved bottlenecks in previous roles. We love hearing about your hands-on approach to office management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of our team.
We think you need these skills to ace Office Manager - Financial Planning in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services background and any relevant office management experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Office Manager role. Share specific examples of how you've led teams or improved operations in previous roles.
Showcase Your Organisational Skills: Since this role requires strong organisational abilities, consider including examples of how you've managed workflows or resolved bottlenecks in past positions. We love seeing those problem-solving skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Financial Services Stuff
Make sure you brush up on your financial services knowledge before the interview. Understand the key concepts and trends in wealth management, as well as any specific practices related to St. James's Place. This will show that you're not just interested in the role but also knowledgeable about the industry.
✨Showcase Your Leadership Skills
Since this role involves leading a small team, be prepared to discuss your leadership style and experiences. Think of examples where you've successfully managed a team or resolved conflicts. Highlight how you can foster a positive culture and drive performance within the office.
✨Demonstrate Problem-Solving Abilities
The job requires strong organisational and problem-solving skills. Prepare to share specific instances where you've identified bottlenecks and implemented solutions. This will illustrate your proactive approach and ability to maintain smooth operations.
✨Familiarise Yourself with CRM Systems
If you're comfortable with CRM systems like Salesforce, make sure to mention it during the interview. If you have experience with other digital tools, bring those up too. Being tech-savvy is a big plus, especially in managing workflows and client interactions.