Practice Manager - Wealth Management

11 Days Old

Practice Manager (Wealth Management) Leicestershire Salary up to £45,000 An established and forward-thinking Wealth Management firm based in the Leicestershire area are looking for a dynamic and experienced Practice Manager to join their growing team. This is a key leadership role that offers the opportunity to take ownership of day-to-day operations, lead internal processes, support advisers and paraplanners, and ensure the smooth and compliant running of the practice. The ideal candidate will have a background in financial services operations, a proactive and strategic mindset, and strong organisational and leadership skills. ________________________________________ Key Responsibilities: " Overseeing back-office processes and workflow management " Supporting advisers and paraplanners in delivering high-quality client service " Managing compliance procedures and regulatory responsibilities " Leading, developing, and mentoring administrative staff " Working alongside directors to improve business operations and support strategic growth ________________________________________ What We're Looking For: " Experience in a management or supervisory role within Wealth Management or Financial Planning " A solid understanding of FCA regulations and operational best practices " Excellent comm...
Location:
Leicestershire
Salary:
£42,000 - £45,000 per annum
Category:
Healthcare & Pharma

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