Are you an experienced Operations Manager or Practice Manager within a Wealth Management or IFA environment? Do you thrive in a dynamic, professional setting where you can truly make an impact?

An outstanding opportunity has arisen to join a prestigious and highly regarded Wealth Management firm in Knutsford. We are seeking an experienced Operations/Practice Manager to support the seamless running of the business, working closely with the Directors, Financial Planners, Paraplanners and Administrative teams.

Key Responsibilities:

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Oversee the day-to-day operations of the practice, ensuring efficient workflows across departments.

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Provide strategic support to the Directors and senior Financial Planners.

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Line manage support teams, including paraplanners and administrators.

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Maintain and enhance operational processes, systems, and compliance standards.

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Support client service delivery and ensure adherence to FCA regulations.

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Oversee HR processes including performance management, recruitment and training.

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Lead or support business development and continuous improvement initiatives.

Requirements:

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Essential: Previous experience as an Operations Manager or Practice Manager within a Wealth Management or IFA firm.

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Strong understanding of financial planning processes, FCA compliance, and regulated advice environments.

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