Job Description
Senior Management Position
Salary: up to £57,000 + benefits
Full Time | Leeds
A well established financial planning firm in Leeds is seeking an experienced Practice Manager to take on a pivotal role at the centre of the business. This position combines Board support, people leadership and operational oversight, offering the opportunity to shape culture, drive performance and support the firm’s continued growth.
The Opportunity
The Practice Manager plays a key role in ensuring the smooth running of the firm. You will coordinate monthly Board meetings, maintain strategic momentum across key projects, and act as the firm’s Head of People, overseeing HR, recruitment, onboarding and staff development.
You will work closely with senior peers across Operations & Marketing, Finance and Compliance, forming a cohesive management team. The role also includes supporting the acquisition and integration of new IFA businesses, ensuring processes run efficiently and new colleagues transition smoothly into the firm.
Key Responsibilities
* Board Governance & Strategic Delivery
* Coordinate the monthly Board meeting cycle, including agenda preparation and reporting packs.
* Maintain and manage the Board Action Log, ensuring stakeholders deliver on agreed actions.
Head of People
* Lead all HR activity, including employee relations, performance management and grievance handling.
* Conduct annual and mid year performance reviews for support staff (approx. 20 employees).
* Provide coaching and intervention where performance issues arise.
* Manage recruitment end to end, from advertising roles to issuing contracts and onboarding.
Induction & Integration
* Deliver a high quality induction programme for new IFAs and support staff.
* Ensure new colleagues are fully integrated into systems, processes and the wider culture.
Acquisition Support
* Act as the central coordinator for the acquisition of IFA businesses.
* Oversee due diligence and ensure all contracts are in place using established templates.
* Support post acquisition integration of staff and clients into the firm.
About You
* Experience & Qualifications
* Proven experience within a financial advice environment (ideally independent).
* Experience working within a senior management team.
* Strong HR and people leadership background.
* Experience designing or delivering structured training or induction programmes.
Skills & Attributes
* Able to synthesise feedback into fair, evidence based performance reviews.
* Confident presenting to senior stakeholders and holding peers accountable.
* Warm, diplomatic and professional, able to balance approachability with HR objectivity.
* Flexible, collaborative and able to adapt to the needs of the wider team.
If you’re interested, apply now.