Practice Manager - IFA
Location: Hambledon / Petersfield (working between two offices)
Hours: Full-time (Monday-Thursday 9am-5pm, Friday 9am-4pm)
Salary £55,000
My client who are within Financial Services, are looking to recruit for a Practice Manager. This is a pivotal role combining operational leadership, people management, and client servicing oversight to ensure smooth day-to-day running of the business and outstanding outcomes for our clients and team.
Role Summary
The Practice Manager will play a key leadership role in overseeing the operational and client servicing functions across the business. Working closely with the Directors, Pod Leaders, and wider team, this role will ensure systems, processes, people and client journeys are efficient, consistent, compliant and scalable. This is a hands-on role with a strategic lens - perfect for someone who thrives in a varied, people-focused environment.
Operations & Business Management
Lead and manage daily operational functions across both offices.
Drive improvements in internal systems, workflows, and documentation to support business growth.
Support business planning, budgeting, and MI reporting alongside the Directors.
Ensure systems (e.g. Salesforce, IO, Outlook, BreatheHR) are used effectively and consistently across the business.
Oversee regulatory and compliance administration, supporting the Head of Adviser Proposition and external compliance teams.
People & Team Leadershi...