Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Practice manager - wealth management

Lincoln
Permanent
The Clear
Wealth manager
Posted: 8 December
Offer description

My client is a respected wealth management business within a Top 40 UK accountancy group. They are seeking an experienced Practice Manager to lead daily operations, support a team of 14, and act as the trusted right-hand to the Managing Director. This role offers real influence, autonomy and the opportunity to shape future systems, processes and client service. Responsibilities: • Lead day-to-day practice operations across people management, client servicing, business processing and compliance • Act as the escalation point for complex client and operational queries • Provide technical and administrative support to advisers and the MD • Manage workflow, resource planning, performance and holiday approvals • Ensure all client documentation and activity meets regulatory standards • Support and train junior staff, promoting best practice • Oversee marketing administration including financial promotions and website updates • Maintain accurate management information and meeting tracking via CRM (Salesforce) • Drive continuous improvement in systems, processes and technology (including IT/AI opportunities) Requirements: • Experience in practice management, senior administration or operations within wealth management, financial services or mortgage services • Strong people management skills and experience leading a team • Excellent organisational, communication and problem-solving...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
The Clear recruitment
The Clear jobs in Lincoln
Banking jobs in Lincoln
jobs Lincoln
jobs Lincolnshire
jobs England
Home > Jobs > Banking jobs > Wealth manager jobs > Wealth manager jobs in Lincoln > Practice Manager - Wealth Management

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save