Practice Manager – One Financial Solutions | Reigate
3 days ago Be among the first 25 applicants
Join our growing team at One Financial Solutions, an independent financial advice firm delivering expert financial planning and investment management. We’re looking for a Practice Manager to lead our team and ensure exceptional service delivery.
Why Join Us?
1. Independent, client-focused financial advice firm
2. Lead and develop a high-performing team
3. Collaborative, professional, and ambitious work environment
Key Responsibilities:
1. Team Leadership: Manage and support a team of administrators and paraplanners
2. Recruitment & Training: Hire, train, and mentor team members to excel in their roles
3. Operational Oversight: Ensure smooth workflow, high efficiency, and quality service delivery
4. Compliance & Governance: Maintain FCA compliance, conduct AML checks, and oversee regulatory changes
5. Performance Management: Set KPIs, monitor caseloads, and ensure best practices are followed
6. Paraplanning & Support: Assist with research, financial strategies, and client reporting
What We’re Looking For:
1. Experience in practice management, financial services operations, or paraplanning
2. Strong leadership, organisation, and communication skills
3. Ability to coach and motivate teams for high performance
4. Knowledge of financial products, compliance, and client service best practices
5. Experience with platforms such as Transact, Aviva, and AJ Bell is a plus
Desirable Qualifications:
Minimum 3 years of experience in financial services
Interested? Apply now or reach out for a confidential chat!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Information Technology
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