Practice Manager – Surrey £28,000 - £30,000 Are you an experienced financial services professional with a passion for leadership and operational excellence? We’re looking for a Practice Manager to oversee a high-performing team and ensure outstanding service delivery within a respected independent financial advice firm. Why Join Us? ✔️ Work with an independent, client-focused financial planning firm ✔️ Lead and develop a team of administrators and paraplanners ✔️ Enjoy a collaborative, professional, and ambitious work environment Key Responsibilities: 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, efficiency, and high-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 What We’re Looking For: ✅ 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 ✅ Experience with platforms such as Intelliflo Transact, Aviva, and AJ Bell is a plus Desirable Qualifications: Minimum 3 years of experience in financial services If you're ready to take the next step in your career, apply today