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
Working hours – 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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