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Practice Manager - Financial Planning
Location: Derbyshire
Salary: Up to £35,000
An established and forward-thinking Financial Planning firm is seeking a dynamic Practice Manager to join their growing organisation. This is a pivotal role offering the opportunity to take ownership of day-to-day operations, lead internal processes, support advisers, and ensure the smooth and compliant running of the practice. The ideal candidate will bring experience in financial services operations, a proactive mindset, and strong organisational skills.
To be considered you will need to have Managerial experience OR have had exposure to Managing a team of Administrators/ Paraplanners
Key Responsibilities:
" Overseeing back-office processes and workflow management
" Supporting advisers and paraplanners in delivering high-quality client service
" Managing compliance procedures and regulatory responsibilities
" Leading and developing administrative staff
" Working with directors on business strategy and operational improvements
What We're Looking For:
" Experience in a similar management role within Financial Planning/Wealth Management
" Strong understanding of FCA regulations and operational best practices
" Confident communicator and problem-solver
" Organised, adaptable, and commercially aware
This is a fantastic opportunity to join a professional, client-focused firm in a varied and rewarding role.
Apply now to find out more in confidence, NJR15902
