A new and exciting opportunity has arisen to join our independent client-focused financial advice client who is expanding!
As Practice Manager you will ensure smooth running of the office, as well as leading and developing a high-performing team in a collaborative, professional and ambitious work environment.
* Based in Reigate
* GBP34,000 - GBP40,000 salary (DOE)
* Monday - Friday, 9am - 5pm (30 min lunch)
* 25 days holiday + bank holidays
* Pensions scheme
* Social events during the year
Job Description:
* Team Leadership: Manage and support a team of administrators and paraplanners
* Recruitment & Training: Hire, train, and mentor team members to excel in their roles
* Operational Oversight: Ensure smooth workflow, high efficiency, and quality service delivery
* Compliance & Governance: Maintain FCA compliance, conduct AML checks, and oversee regulatory changes
* Performance Management: Set KPIs, monitor caseloads, and ensure best practices are followed
* Paraplanning & Support: Assist with research, financial strategies, and client reporting
Person Specification:
* Previous experience in financial services is essential
* Experience in practice management, financial services operations or paraplanning
* Strong leadership, organisation and communication skills
* Ability to coach and motivate teams for high performance
* Knowledge of financial products, compliance and client service best practices
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