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For Companies At a Glance
- Tasks: Lead daily operations, manage a team, and enhance client experiences.
- Company: Growing financial services firm in Wakefield with a focus on excellence.
- Benefits: Competitive salary, annual bonus, 25 days holiday, and pension scheme.
- Other info: Great opportunities for progression and development in a supportive culture.
- Why this job: Step into a leadership role and make a real impact in a dynamic environment.
- 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 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?
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
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.
Office Manager in Wakefield employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Manager in Wakefield
✨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 a job opening 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 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! We make it easy for you to submit your application directly, ensuring it gets seen by the right people. Plus, it shows you're serious about joining our growing team in Wakefield.
We think you need these skills to ace Office Manager in Wakefield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Office Manager role. Highlight your experience in financial planning administration and any leadership roles you've held. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your application, don’t just list your skills—show us how you’ve used them! Whether it’s managing a team or improving processes, give us examples that demonstrate your expertise in action.
Be Clear and Concise: Keep your application clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially when it comes to your experience and achievements.
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 the role. Plus, it shows us you’re keen on joining our team!
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 protection products. Being able to discuss these confidently will show that you’re not just a 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 drove operational excellence or improved processes, as this will resonate well with the interviewers.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss challenges you've faced in previous roles and how you overcame them. This will highlight your resilience and initiative, which are key traits for an Office Manager in a fast-paced environment.
✨Communicate Effectively
Practice your communication skills before the interview. You’ll need to convey your ideas clearly and foster a collaborative atmosphere, so think about how you can demonstrate your strong interpersonal skills during the conversation.