Operations & Advice Support Manager
Wakefield | Full office working available
Salary: Competitive + benefits
An ambitious financial planning business is looking to appoint an experienced Operations & Advice Support professional to help drive efficiency and support the day-to-day running of the advice function.
This is a senior support role suited to someone who enjoys improving how a team operates, supporting advisers, and ensuring everything runs smoothly behind the scenes.
Key responsibilities:
*Overseeing day-to-day administration and workflow coordination
*Supporting advisers with complex cases and documentation
*Helping streamline internal processes and systems
*Monitoring pipelines and supporting business flow
*Acting as a senior point of contact within the support team
*Contributing to operational improvements and best practice
What we’re looking for:
*Strong background in financial planning administration / support
*Experience supporting multiple advisers in a busy environment
*Process-driven and solutions-focused mindset
*Natural organiser who takes ownership and initiative
*Comfortable working across admin, support, and operational tasks
Why apply?
*Opportunity to take on a broader operational remit
*Varied role with real influence on how the team functions
*Growing firm with strong long-term stability
*Clear opportunity to shape and improve internal processes
Perfect for someone ready to step up into a more senior, operationally focused support role.