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Salary: Up to £45,000 (DOE) + Excellent Benefits & Career Progression
Are you an experienced Practice Manager with a background in financial services? My client, a well-established wealth management practice, is looking for a proactive and dedicated Practice Manager to join their team. This is a fantastic opportunity to work with a leading firm that offers a comprehensive range of services, including investment planning, retirement solutions, and tailored financial advice.
In this role, you will be supporting a wide range of clients, from those with modest investments to high-net-worth individuals, while ensuring smooth operations and compliance within the practice.
Key Responsibilities:
- Client Service & Case Management: Oversee client reviews from start to finish, liaising directly with clients, handling disinvestments, and ensuring smooth case management.
- Client Acquisition & Retention: Support the acquisition of new clients, retain existing relationships, and ensure compliance with relevant standards.
- HR & Office Management: Manage holiday requests, KPI reports, and payroll for the team. Ensure office compliance with regulatory standards and maintain an efficient and organised environment.
- Administration & Compliance: Use CRM systems to track new business, maintain project-driven approaches for legislative changes, and ensure all client documents are compliant and regularly updated.
What We’re Looking For:
- Experience within a financial services practice, with a strong background in administration, paraplanning, and client servicing.
- HR experience with the ability to support staff development and ensure compliance.
- A proactive attitude with excellent communication skills, both verbal and written.
- Strong knowledge of pensions and investments, GDPR, and Cyber Essentials Plus.
- Ability to prioritize and manage multiple tasks in a fast-paced environment.
- Enthusiasm for the financial services sector and a commitment to continuous professional development.
Training & Development:
- System training and ongoing support
- Mandatory onboarding (including fraud, cyber security, and anti-money laundering)
- Bespoke 1-1 training sessions
- Access to workshops, webinars, and internal study guides
- Support for further qualifications, including the Diploma in Financial Planning
To Apply:
If you're looking for a rewarding role in a growing firm with excellent career prospects, we’d love to hear from you! Please contact Jo at Financial Divisions to discuss the role in more detail.
