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- Tasks: Lead daily office operations and support a dynamic administration team.
- Company: A growing financial services firm in Wakefield with a focus on client excellence.
- Benefits: Competitive salary, annual bonus, 25 days holiday, and pension scheme.
- Why this job: Step into a leadership role and make a real impact in a collaborative environment.
- Qualifications: Experience in financial planning administration and strong team management skills.
- Other info: Great opportunities for progression and professional development.
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 Wakefield. 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 NJR16544.
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.
Locations
Office Manager in Wakefield, Yorkshire employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Manager in Wakefield, Yorkshire
✨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 hunt 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-performing team culture.
✨Tip Number 3
Practice your problem-solving skills! Be ready to discuss specific examples of how you've improved processes or handled challenges in previous roles. This will demonstrate your resilience and initiative, which are key traits for an Office Manager.
✨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 extra step to connect directly with us.
We think you need these skills to ace Office Manager in Wakefield, Yorkshire
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 match the role of Office Manager, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this hands-on leadership role. Share specific examples of how you've improved processes or fostered team culture in your previous roles.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors. We want to see your attention to detail!
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. Don’t miss out on joining our growing team!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
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 a good fit for the role but also genuinely interested in the industry.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed and motivated teams in the past. Think about specific situations where you improved processes or fostered a positive team culture, as this is key for the Office Manager role.
✨Practice Problem-Solving Scenarios
Be ready to tackle hypothetical problems during the interview. Think through how you would handle common challenges in office management, such as workflow issues or team conflicts, and articulate your thought process clearly.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of the interview. This could be about the company's approach to operational excellence or how they support their advisers. It shows you're engaged and serious about the role.