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- Tasks: Support financial advisers and manage essential admin tasks for a smooth client experience.
- Company: Join a dynamic team in a fast-paced, entrepreneurial environment.
- Benefits: Competitive salary, private medical insurance, and generous annual leave.
- Why this job: Be the calm, capable person everyone relies on while developing your skills.
- Qualifications: Office administration experience and strong communication skills required.
- Other info: Enjoy company social events and opportunities for professional growth.
The predicted salary is between 25000 - 35000 £ per year.
Location: Sale
Salary: starting from £25,000
Hours: Monday – Friday 9am – 5pm (35 hours a week)
We’re looking for a professional, organised, people-first Support Practice Manager to join our client’s busy administration team in Sale, with additional support at their Glossop office. If you love keeping things running smoothly, take pride in detail, and enjoy being the calm, capable person everyone relies on, this could be your next move.
This is a hands-on administration role working closely with our Independent Financial Advisers and Practice Managers, with some client-facing responsibility too. You’ll help deliver an outstanding client experience from the very first interaction, supporting the full client journey, managing essential admin tasks, and helping ensure our offices operate efficiently in a fast-paced, entrepreneurial environment. You’ll be fully trained and mentored to build confidence in our systems, processes and proposition range.
You’ll play a key role in supporting the team with duties that include but are not limited to:
- Processing administration for new and existing business, plus servicing queries
- Liaising with providers and internal teams to request and chase information
- Producing valuations and preparing client packs ahead of meetings
- Preparing suitability letters
- Analysing and actioning report outcomes
- Responding to written and tele enquiries from clients and providers
- Maintaining accurate and compliant client records in the back-office system
- Ensuring all documentation is always present, correct, and filed properly
- Completing meeting follow-up work within agreed timescales
- Working within a compliance framework at all times
- Supporting Practice Managers with Adviser Pipeline conversations
- Running meetings in the absence of Practice Managers
- Providing timely, accurate reports for finance and key stakeholders
- Supporting networking activity and organising client events
About you
You’ll be someone who brings confidence, structure and professionalism and enjoys being part of a small, high-performing team. You’ll need:
- Office administration experience (essential)
- Excellent written and verbal communication skills
- Strong Microsoft Word and Excel ability (plus confidence learning new systems)
- A sharp eye for detail and a high standard of accuracy
- Great organisation and the ability to prioritise effectively
- A responsible, proactive mindset — someone who takes ownership
- A friendly, confident tele manner and great interpersonal skills
- The ability to adapt and self-manage in a busy office environment
In return for your hard work and dedication you will receive a competitive salary and work alongside a supportive team, have real development opportunities, you’ll also benefit from:
- Company social events
- Group Life Insurance
- Private medical insurance with Vitality
- Group income protection
- Employee bonus scheme
- Enhanced annual leave
- Gifted days off for Christmas and your birthday
Interested in this Support Practice Manager role? Apply now with your updated CV.
Support Practice Manager (Finance) in Sale employer: Equals One
Contact Detail:
Equals One Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Support Practice Manager (Finance) in Sale
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for a Support Practice Manager role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to office administration. Think about how you can showcase your organisational skills and attention to detail, which are key for this role.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position and keeping you top of mind for the hiring team.
✨Tip Number 4
Apply through our website for the best chance at landing that Support Practice Manager gig. We’re all about making the application process smooth and easy for you, so don’t miss out!
We think you need these skills to ace Support Practice Manager (Finance) in Sale
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your office administration experience and any relevant achievements that show you can keep things running smoothly.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Support Practice Manager role. Share specific examples of how you've demonstrated organisation and attention to detail in previous roles.
Show Off Your Communication Skills: Since this role involves client-facing responsibilities, make sure your written application showcases your excellent communication skills. Keep it clear, concise, and professional while still being friendly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Equals One
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Support Practice Manager role. Familiarise yourself with the key responsibilities mentioned in the job description, like processing administration for new business and liaising with providers. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires excellent organisation and prioritisation, prepare examples from your past experiences where you've successfully managed multiple tasks. Be ready to discuss how you keep things running smoothly and how you handle busy environments, as this will resonate well with the interviewers.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and confidently, both verbally and in writing. You might even want to prepare a few questions to ask during the interview, showing your engagement and interest in the company and its operations.
✨Demonstrate a Proactive Mindset
The job calls for someone who takes ownership and is proactive. Think of instances where you've gone above and beyond in your previous roles. Share these stories during your interview to illustrate your responsible attitude and how you can contribute positively to the team.
