At a Glance
- Tasks: Oversee daily operations and ensure exceptional client service in a fast-paced financial environment.
- Company: Thriving financial services business known for high standards and strong client relationships.
- Benefits: Competitive salary, supportive culture, and opportunities for career growth.
- Other info: Inclusive workplace that values diverse perspectives and encourages applications from all backgrounds.
- Why this job: Join a collaborative team and make a real impact in wealth management and financial planning.
- Qualifications: Experience in financial services with strong organisational and leadership skills.
The predicted salary is between 35000 - 43000 £ per year.
An excellent opportunity has arisen for an experienced Practice Manager to join a thriving and professional financial services business. This Practice Manager role is ideal for someone who enjoys overseeing operations, driving efficiency, and delivering exceptional client service within a fast-paced environment.
About the Company
Our client operates within the wealth management and financial planning sector, supporting clients with investments, pensions, and long-term financial strategies. They are known for high standards, strong client relationships, and a collaborative team culture.
The Role
As a Practice Manager, you will take ownership of day-to-day operations, ensuring processes run smoothly from initial enquiry through to completion. The Practice Manager will work closely with advisers and administrators, maintaining compliance, managing workloads, and ensuring the highest standards of service delivery.
Key Responsibilities
- Oversee daily operational activity and team performance
- Manage workflows, priorities, and administrative processes
- Ensure compliance with industry and regulatory standards
- Support the end-to-end client journey, including documentation and follow-ups
- Liaise with advisers, providers, and clients to progress cases
- Conduct quality checks and maintain accurate records
About You
- Proven experience within financial services
- Strong understanding of investments, pensions, or financial planning
- Excellent organisational and leadership skills
- High attention to detail and ability to prioritise workloads
- Confident communication and stakeholder management
If you are a motivated Practice Manager looking to take the next step in your career within a supportive and professional environment, we would love to hear from you. We are committed to promoting inclusive opportunities. If you are excited about this Practice Manager role but don’t meet every single requirement, we still encourage you to apply; your unique perspective could be exactly what they are looking for.
Financial Services Practice Leader. Job in Tyne And Wear Move Collective Jobs in North East employer: Broughton Group
Join a leading financial services firm in Cramlington, where you will thrive in a collaborative and professional environment that prioritises high standards and exceptional client service. With a strong focus on employee growth and development, this role offers the chance to enhance your skills while contributing to meaningful financial strategies for clients. Enjoy a supportive workplace culture that values inclusivity and encourages diverse perspectives, making it an excellent choice for your next career move.
