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- Tasks: Lead daily office operations and support a dynamic administration team.
- Company: Growing financial services firm in Beverley with a focus on client experience.
- Benefits: Competitive salary, annual bonus, 25 days holiday, and pension scheme.
- Other info: Great opportunities for progression and development in a collaborative environment.
- Why this job: Step into a leadership role and make a real impact in a forward-thinking company.
- Qualifications: Experience in financial planning administration and strong team management skills.
The predicted salary is between 30000 - 35000 £ per year.
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
- 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?
- 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
Whats 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.
Office Manager in Beverley employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Manager in Beverley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Office Manager role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your experience in financial planning administration. This will help you showcase how you can drive operational excellence and foster a high-performance team culture.
✨Tip Number 3
Practice your problem-solving skills! Be ready to discuss specific examples of how you've improved processes or managed teams in the past. Highlighting your resilience and initiative will show potential employers that you're the right fit for leading their office.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Office Manager in Beverley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator or in Financial Planning Administration. We want to see how your skills align with the role of Office Manager, so don’t be shy about showcasing your relevant achievements!
Showcase Leadership Skills: Since this is a hands-on leadership role, it’s crucial to demonstrate your ability to manage and motivate teams. Share examples of how you've fostered a positive team culture or improved processes in your previous roles.
Highlight Communication Skills: Strong communication is key in this role. Use your application to illustrate how you’ve effectively communicated with clients and colleagues in the past. We love seeing examples of how you’ve solved problems through collaboration!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. Make sure to follow the application instructions carefully and double-check your details before hitting send!
How to prepare for a job interview at NJR Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and inheritance tax. Being able to discuss these confidently will show that you're not just familiar with the role but also passionate about the industry.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed and motivated teams in the past. Highlight specific situations where you improved processes or fostered a positive team culture, as this is key for the Office Manager role.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've had to solve problems under pressure. Be ready to share these experiences during the interview, as they’ll want to see your resilience and initiative in action.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s operational initiatives and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.