Job Title: Practice Manager Industry: Financial Services
Location: Birmingham
Salary: Up to £50,000 (salary negotiable)
Reference Number: 10043
Job Description:
Recruit UK are working with a well-established, client-centric wealth management firm who are now seeking an experienced Practice Manager to join their team in Birmingham. This boutique IFA firm prides itself on delivering exceptional client service, maintaining strong long-term relationships, and operating with efficiency, integrity, and professionalism.
Due to continued growth and internal evolution, they are looking for a Practice Manager who can provide operational leadership, drive efficiency, and ensure the smooth running of the business.
Your responsibilities will include but not be limited to:
Overseeing the implementation and ongoing monitoring of the client service proposition
Ensuring prompt and accurate updates to processes and documentation
Creating and maintaining client-facing materials
Managing compliance activities, identifying risks, and reporting to the Board
Mapping, training, and implementing efficient internal processes
Ownership and development of Intelligent Office (IO), ensuring data accuracy and maximised usage
Managing communication and information-sharing with the senior management team
And much more...
What’s in it for you:
Competitive salary up to £50,000 (higher salary negotiable dependent on experience)
Generous holiday allowance and Christmas shutdown
Fantastic work culture
Social office
Supportive, collaborative working environment
Long-term progression opportunities
Professional development and study support
Opportunity to influence and shape operational strategy within the business
Skills and experience required:
Previous experience working in an IFA/Wealth Management company (must have)
Ideally at least 2 years’ direct line management experience
Level 4 Financial Planning Diploma (preferred but not essential)
Strong working knowledge of Intelligent Office and standard office software
Proven experience in staff management, coaching, and development
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or trying to fill a role. With a reach of more than 100,000 financial services professionals, Recruit UK are pleased to be representing a boutique Independent Financial Planning firm in Birmingham on this exciting Practice Manager opportunity.
Our commitment to you:
Start every journey with a meaningful conversation about your goals and motivations
Provide open and honest feedback on your position in the job market
Use our extensive network across the financial services sector to match you with the right role
Take a holistic approach – recognising that career happiness involves more than remuneration
Cover the whole of the UK through knowledgeable regional teams
Never pester you