Position details
OFFICE MANAGER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Wakefield
£40000 - £50000 21/08/2026
NJR16941
plus bonus
£40000 - £50000 21/08/2026
NJR16941
plus bonus
DESCRIPTION
Office Manager - Financial Planning
Wakefield
£40,000 - £50,000
NJR Recruitment is delighted to be working with a well-established and highly regarded wealth management firm in Wakefield, who are looking to recruit an experienced Office Manager to join their team.
This is a varied and senior position, combining day-to-day management of the office and wider team with providing high-level PA support to the Director.
The successful candidate will play a key role in ensuring the smooth and efficient running of the business, taking ownership of office operations while supporting the Director across a range of commercial and administrative responsibilities.
The Role
As Office Manager, you will be responsible for:
\" Overseeing the day-to-day running of the office
\" Managing and supporting the wider team
\" Coordinating workloads and ensuring key deadlines are met
\" Providing leadership, guidance and support to team members
\" Acting as a key point of contact for operational and office-related matters
\" Managing office suppliers, facilities and general requirements
\" Supporting the implementation and improvement of office processes
\" Assisting with recruitment, onboarding and team development where required
\" Ensuring the office maintains a professional and efficient working environment
PA Support to Director
Alongside the office management responsibilities, you will work closely with the Director, providing proactive PA and administrative support, including:
\" Managing the Director\'s diary and appointments
\" Coordinating meetings and preparing relevant documentation
\" Managing correspondence and emails where appropriate
\" Organising meetings and taking minutes/actions where required
\" Assisting with business projects and ad-hoc tasks
\" Helping the Director remain organised and focused on key priorities
\" Handling confidential and commercially sensitive information with complete discretion
About You
We\'re looking for an experienced professional who understands the wealth management / financial planning environment and is confident managing both people and priorities.
Essential:
\" Minimum 5 years\' experience within wealth management / financial services
\" Previous management or team leadership experience
\" Strong organisational and time-management skills
\" Excellent attention to detail
\" Confident managing multiple priorities and competing deadlines
\" Professional and confident communication style
\" Ability to work independently and take ownership
\" High level of discretion when dealing with confidential information
\" Strong Microsoft Office skills
\" A proactive, solutions-focused approach
What\'s on Offer?
\" Competitive salary dependent on experience
\" Bonus scheme
\" 25 days holiday + bank holidays
\" Free onsite parking
\" Fully office-based role in Wakefield
\" Opportunity to take a key role within an established wealth management business
\" Varied position with significant responsibility and autonomy
\" Supportive and professional working environment
This is an excellent opportunity for an experienced Wealth Management Office Manager / Practice Manager / Senior PA who is looking for a varied role where they can take ownership of the office, manage a team and work closely with a Director.
For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16941
Wakefield
£40,000 - £50,000
NJR Recruitment is delighted to be working with a well-established and highly regarded wealth management firm in Wakefield, who are looking to recruit an experienced Office Manager to join their team.
This is a varied and senior position, combining day-to-day management of the office and wider team with providing high-level PA support to the Director.
The successful candidate will play a key role in ensuring the smooth and efficient running of the business, taking ownership of office operations while supporting the Director across a range of commercial and administrative responsibilities.
The Role
As Office Manager, you will be responsible for:
\" Overseeing the day-to-day running of the office
\" Managing and supporting the wider team
\" Coordinating workloads and ensuring key deadlines are met
\" Providing leadership, guidance and support to team members
\" Acting as a key point of contact for operational and office-related matters
\" Managing office suppliers, facilities and general requirements
\" Supporting the implementation and improvement of office processes
\" Assisting with recruitment, onboarding and team development where required
\" Ensuring the office maintains a professional and efficient working environment
PA Support to Director
Alongside the office management responsibilities, you will work closely with the Director, providing proactive PA and administrative support, including:
\" Managing the Director\'s diary and appointments
\" Coordinating meetings and preparing relevant documentation
\" Managing correspondence and emails where appropriate
\" Organising meetings and taking minutes/actions where required
\" Assisting with business projects and ad-hoc tasks
\" Helping the Director remain organised and focused on key priorities
\" Handling confidential and commercially sensitive information with complete discretion
About You
We\'re looking for an experienced professional who understands the wealth management / financial planning environment and is confident managing both people and priorities.
Essential:
\" Minimum 5 years\' experience within wealth management / financial services
\" Previous management or team leadership experience
\" Strong organisational and time-management skills
\" Excellent attention to detail
\" Confident managing multiple priorities and competing deadlines
\" Professional and confident communication style
\" Ability to work independently and take ownership
\" High level of discretion when dealing with confidential information
\" Strong Microsoft Office skills
\" A proactive, solutions-focused approach
What\'s on Offer?
\" Competitive salary dependent on experience
\" Bonus scheme
\" 25 days holiday + bank holidays
\" Free onsite parking
\" Fully office-based role in Wakefield
\" Opportunity to take a key role within an established wealth management business
\" Varied position with significant responsibility and autonomy
\" Supportive and professional working environment
This is an excellent opportunity for an experienced Wealth Management Office Manager / Practice Manager / Senior PA who is looking for a varied role where they can take ownership of the office, manage a team and work closely with a Director.
For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16941
Apply Now
