Office Manager - Leading Wealth Management Practice
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
As Office Manager, you’ll play a central leadership role:
*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

Who we’re looking for
*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

Why join
*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