If you enjoy bringing structure, pace and high standards to a busy financial services environment, this Practice Manager opportunity offers the chance to take real ownership of operations within a growing and professional business. You’ll play a key role in keeping client delivery smooth, compliant and efficient while supporting advisers and administration teams across the full client journey.
What’s in it for you
* Salary of £35,000 - £43,000 depending on experience
* Opportunity to join a well-established wealth management environment
* Varied operational role with genuine responsibility and autonomy
* Collaborative and professional team culture
* Exposure to investments, pensions and financial planning processes
* Long-term career stability within a growing sector
Your responsibilities as Practice Manager
* Oversee daily operational activity and support workflow management across the office
* Maintain compliance standards and ensure accurate record keeping throughout the client journey
* Coordinate advisers, administrators and external providers to progress cases efficiently
* Monitor workloads, priorities and service delivery standards across the team
* Carry out quality checks on documentation and operational processes
* Support the smooth handling of enquiries, follow-ups and client communications
What we’re looking for in a Practice Manager
* Previous experience working within financial services operations or administration
* Strong understanding of investments, pensions or financial planning processes
* Knowledge of compliance and regulatory requirements within the sector
* Experience managing workflows, documentation and client case progression
* Strong organisational skills with the ability to handle multiple priorities accurately
Full-time hours, Monday to Friday, with flexibility around earlier/later starts and finishes. This is an office-based role, with potential to work from home 1 day per week (following probation).
If you’re looking for a Practice Manager opportunity where you can make a visible impact within a professional financial services environment, apply today.
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