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Office practice manager

Henley-in-arden
Permanent
Practice manager
£40,000 a year
Posted: 31 May
Offer description

Required Skills Financial Services Office Management Job Summary Are you an experienced and highly organised Office or Practice Manager with a background in financial services? We’re looking for a confident leader to take ownership of day-to-day operations within a high-performing, client-focused business. In this pivotal role, you’ll oversee the smooth running of the office, manage a collaborative Client Services team, ensure compliance with FCA and GDPR standards, and support Advisers to deliver exceptional client outcomes. You'll also play a key role in enhancing our practice management systems and driving continuous improvement. Key Responsibilities Lead and support the Client Services team Oversee operational processes and ensure FCA/GDPR compliance Act as a key liaison between Advisers, clients, and internal stakeholders Manage resources, budgets, invoicing, and reporting Drive system and process efficiency across the business What You’ll Bring 5 years in financial services, ideally within an IFA environment Proven experience in office/practice management Strong leadership, stakeholder management, and organisational skills Experience with systems such as intelliflo or IRESS preferred What’s on Offer Competitive salary and benefits Career development and training opportunities Supportive, values-led team culture If you're ready to make a meaningful impact and thrive in a fast-paced, professional environment, we’d love to hear from you.

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