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- Tasks: Lead the client services team and enhance operational processes in wealth management.
- Company: A respected and growing wealth advisory firm in London.
- Benefits: Up to £55,000 salary, bonuses, flexible working, and professional development support.
- Why this job: Shape the future of a wealth firm while developing a talented team.
- Qualifications: Experience in wealth management and strong leadership skills required.
- Other info: Join a supportive culture with excellent career growth opportunities.
The predicted salary is between 33000 - 77000 £ per year.
We are working with a highly regarded and growing wealth advisory business looking to appoint a Practice Manager / Client Services Manager to lead their client services and operations function. This is an excellent opportunity for someone with strong experience in wealth management operations who enjoys leading teams, improving workflows, and delivering an exceptional client experience.
The Role
- You will take ownership of the back-office operations function, leading the client services team and ensuring advisers are fully supported.
- Working closely with senior leadership and Financial Advisers, you will play a key role in improving processes, enhancing efficiency, and supporting the continued growth of the business.
Key Responsibilities
- Lead and manage the Client Services team
- Oversee workflow management and operational processes
- Ensure efficient business submissions and high-quality client communication
- Support Financial Advisers with effective operational delivery
- Mentor, develop, and support team members
- Implement improvements across systems, workflows, and processes
- Help build scalable operations to support business growth
About You
- Experience within a wealth management or financial planning firm
- Strong understanding of client services and/or paraplanning functions
- Previous team management and leadership experience
- Experience setting KPIs and managing team performance
- Highly organised with strong workflow management skills
- Proactive, solutions-focused, and confident taking ownership
- Passionate about developing people and improving processes
What’s on Offer
- Salary up to £55,000
- Annual bonus
- Annual salary reviews
- Pension
- 25 days holiday
- Flexible working (4–5 days in the office)
- Professional exam support
- Access to training and development programmes
- Team social events
- Supportive and collaborative culture
Why Apply?
This is more than just a management role — it’s an opportunity to build and shape the operational backbone of a growing wealth firm, develop a talented team, and play a key role in the next stage of the company’s journey.
Practice Manager in City of London employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Practice Manager role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by researching the company thoroughly. Understand their values, culture, and recent developments. This will help you tailor your responses and show them you’re genuinely interested in being part of their team.
✨Tip Number 3
Showcase your leadership skills during the interview. Share specific examples of how you've successfully managed teams and improved processes in previous roles. This is your chance to shine and demonstrate that you can lead their Client Services team effectively!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Practice Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Practice Manager. Highlight your experience in wealth management operations and any leadership roles you've held. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client services and how you can improve workflows. Be sure to mention specific examples from your past that demonstrate your ability to lead and support teams.
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Did you implement a new process that improved efficiency? Tell us about it! We love to see how you've made a difference in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at mbf.
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management operations. Understand the key processes and challenges in the industry, as well as the specific services the company offers. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you improved workflows or mentored team members. Being able to articulate your leadership style and its impact on team performance will set you apart.
✨Be Solutions-Focused
During the interview, be ready to discuss how you've tackled operational challenges in previous roles. Highlight your proactive approach to problem-solving and how you've implemented improvements. This will resonate well with the company's focus on enhancing efficiency.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and how the Practice Manager role fits into that vision. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your values, especially regarding team development and support.