Practice Manager - Wealth Management

Are you an experienced financial services administration professional with management experience, looking for a senior support and management role with varied responsibilities?

Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive practice manager to provide support to the Financial Advisers and general running of the office, support team and business.

You will have senior administration experience from a wealth management background, looking to utilise that in a role that covers general administration, management and operational aspects as well.

Duties for this role will include:

• Overall responsibility for the day to day running of the practice to include people management, business processing, regulatory requirements, marketing and client servicing
• Provide high level technical and administrative support to the Advisers
• Deal effectively with queries from clients and other parties through effective communication
• Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate
• Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes
• Provide technical support and training to new/junior staff

You:

• This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do’ working style
• Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop
• Experience of working in pension and investment administration
• Senior administration experience working within a wealth management environment

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.