Are you ready to take on the role of Practice Manager within a small team of dedicated individuals? Do you have a proven track record in the financial services sector? Do you thrive on creating structure, driving efficiency, and leading a team to success? If so, we’d love to hear from you!
About Us
Affluent Financial Planning Ltd is a forward-thinking and client-focused financial services firm, dedicated to delivering exceptional advice and solutions. Our team prides itself on professionalism, and a commitment to excellence. As we continue to grow, we’re seeking a Practice Manager to oversee the day-to-day operations and ensure seamless service delivery.
Key Responsibilities
1. Leadership & Team Management: Lead, mentor, and manage a dynamic team of two advisers and four support staff. Foster a culture of excellence and collaboration.
2. Operational Oversight: Develop and implement processes to improve efficiency and ensure compliance with industry regulations.
3. Client Experience: Ensure clients receive a superior experience by streamlining workflows and maintaining high service standards.
4. Financial Oversight: Manage resources, and work with the company accountant to keep everything in order.
5. Strategic Planning: Collaborate with leadership to set goals, develop strategies, and drive growth initiatives.
6. Compliance & Risk Management: Stay updated on regulatory changes and ensure the practice adheres to the highest of standards.
About You
We are looking for a results-oriented professional with:
1. Experience: A minimum of five years within the financial services sector.
2. Leadership Skills: Proven ability to lead and motivate a team, managing performance and fostering professional development.
3. Knowledge: Strong understanding of financial services regulations and compliance requirements.
4. Organizational Skills: Exceptional ability to prioritize, manage workloads, and meet deadlines.
5. Communication: Excellent interpersonal and communication skills, with the ability to build relationships at all levels.
6. Tech-Savvy: Proficiency in financial services software and tools.
What We Offer
1. Competitive salary with scope for bonus.
2. Comprehensive benefits package, including company car and life cover.
3. Ongoing professional development opportunities.
4. A supportive and inclusive company culture.
How to Apply
If you’re ready to take the next step in your career and join a thriving, respected practice, we’d love to hear from you. Please send your CV and a cover letter outlining your experience and why you’re the perfect fit for this role to practicemanager@affluentfp.co.uk.
Join us at Affluent Financial Planning Ltd and help shape the future of financial services!
Job Types: Full-time, Permanent
Pay: £40,000.00-£55,000.00 per year
Benefits:
1. Company car
2. Company events
3. Company pension
4. Employee mentoring programme
5. Financial planning services
6. Life insurance
Schedule:
1. Monday to Friday
2. No weekends
Ability to commute/relocate:
1. Bridge of Weir PA11 3AA: reliably commute or plan to relocate before starting work (required)
Experience:
1. Practice Manager: 2 years (preferred)
2. Financial services: 5 years (preferred)
Licence/Certification:
1. Regulated Diploma in Financial Planning (preferred)
Work Location: In person
Expected start date: 17/02/2025
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