Practice Manager

Practice Manager Opportunity with GTS Finance and Wealth Management
Shape the Future of High-Quality Financial Services

Are you a dynamic professional with experience in managing operations within an IFA environment? Do you have a passion for delivering outstanding client service and supporting high-net-worth clients? GTS Finance and Wealth Management is seeking a Practice Manager to oversee the day-to-day operations of a thriving financial advisory practice on behalf of one or more self-employed partners.

As a trusted recruitment agency specializing in finance and wealth management roles, GTS is thrilled to present this exciting opportunity.

Reporting directly to the Business Operations Manager, you will play a critical role in ensuring the smooth running of a high-performing practice. From coaching and managing administrative staff to overseeing marketing initiatives and client engagement, this position is designed for a driven professional who thrives in a fast-paced, client-focused environment.

• Team Leadership: Manage at least one senior team member, conducting appraisals and supporting professional development to maintain operational excellence.
• Client Engagement: Serve as a primary point of contact, ensuring a seamless and exceptional experience for high-net-worth clients.
• Operational Oversight: Monitor practice revenue, manage Partner diaries, and proactively push open cases to completion.
• Marketing and Events: Lead marketing projects, produce branded materials, and organize impactful client events.
• Performance Management: Track and analyze practice MI, ensuring all business submissions, compliance, and payments are on target.
• Collaboration: Work closely with other Practice Managers and teams to refine processes, enhance the client experience, and identify business opportunities.

Essential Skills & Experience:

• Solid knowledge of pensions and investments.
• Proven experience in an IFA environment, delivering services to high-net-worth clients.
• Strong organizational skills, diary management, and administrative oversight.
• Marketing experience, including event management and compliance approval.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Excellent communication and leadership skills with experience coaching admin staff.

Desirable Attributes:

• Level 4 Diploma or equivalent financial qualification.
• Familiarity with Intelligent Office systems.

• A client-first mindset with a proactive, solution-driven attitude.
• Exceptional attention to detail and the ability to multitask under pressure.
• Confidence in having challenging conversations and driving results.
• A passion for teamwork, collaboration, and building lasting client relationships.

This is your chance to take ownership of a pivotal role within a growing and well-regarded financial services practice. You’ll have the opportunity to contribute to operational excellence while enhancing your leadership and project management skills.

Take the Next Step!
If you’re ready to elevate your career within a supportive and rewarding environment, GTS Finance and Wealth Management would love to hear from you. Apply today, and let’s connect to explore this fantastic opportunity together!

To apply please send your CV to