Practice Manager – Financial Planning

Role Overview

The Practice Manager will be a central figure within the business, acting as the link between the Directors and the wider team. This is a varied, hands-on position combining business management, operational leadership, financial oversight, compliance, HR and marketing.

What You Will Do

The successful individual will take ownership of the day-to-day running of the practice, ensuring processes are efficient, regulatory requirements are met and the business plan is delivered effectively.

Why It Might Be a Fit

This is an excellent opportunity for someone who enjoys taking responsibility, making a tangible difference and being an integral part of a close-knit, successful business.

Requirements

  • At least three years’ relevant experience within financial services, ideally with a strong background in financial planning.
  • Excellent knowledge of the financial services industry and relevant regulatory and compliance requirements.
  • Experience supporting or managing a team.
  • Strong financial and analytical skills, including experience with budgets, forecasting and business performance reporting.
  • Experience across business operations, process improvement and general practice management.
  • Excellent communication, planning and organisational skills, with the ability to manage multiple priorities effectively.

Benefits

  • Basic salary of up to £60,000, depending on experience.
  • Discretionary bonus.
  • Company benefits.
  • Hybrid working.

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To apply for this job please visit linkedin.com.

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