Step into a varied and influential role where you'll play a key part in supporting the leadership team and keeping the business running smoothly behind the scenes. Based in Canary Wharf, you'll work closely with senior management and have a real impact on how the business operates and grows. This is an excellent opportunity for someone who enjoys variety, takes ownership, and wants to be part of an ambitious and growing business.
Where you fit in
As Practice Coordinator, you will be the operational backbone of the business, working directly alongside the Head of Sales and Operations to ensure day-to-day processes run smoothly. You will coordinate the full onboarding journey for new joiners, maintain operational standards across the adviser network, and implement scalable systems to help the firm deliver its long-term expansion plans. What the job involves
- Coordinate the structured 12-week onboarding programme for new advisers joining the network.
- Oversee the recruitment administration process across internal sales teams to ensure strict compliance.
- Manage and maintain Microsoft Teams and SharePoint to establish an effective internal intranet.
- Organise company-wide events, leadership meetings, executive agendas, and quarterly conferences.
- Monitor adviser standards across social media profiles and email signatures to ensure regulatory alignment.
- Prepare management reports, analyse operational spreadsheets, and track business performance data.
Practice Coordinator Requirements
- Substantial administration, business operations, or executive coordination experience (essential).
- Proven track record reporting directly into senior management or at personal assistant level (essential).
- Strong technical capability across Microsoft 365, particularly SharePoint and Teams (essential).
- Assertive, proactive communication style with experience liaising with self-employed professionals (essential).
- Prior experience within financial services or regulatory onboarding environments (desirable). The culture explained
You will join an ambitious, collaborative financial advisory firm committed to broadening advice accessibility. Working closely with accessible leadership, your contributions directly impact operational efficiency and future growth. Practice Coordinator
As Practice Coordinator, you will be the operational backbone of the business, working directly alongside the Head of Sales and Operations to ensure day-to-day processes run smoothly. You will coordinate the full onboarding journey for new joiners, maintain operational standards across the adviser network, and implement scalable systems to help the firm deliver its long-term expansion plans. What the job involves
- Coordinate the structured 12-week onboarding programme for new advisers joining the network.
- Oversee the recruitment administration process across internal sales teams to ensure strict compliance.
- Manage and maintain Microsoft Teams and SharePoint to establish an effective internal intranet.
- Organise company-wide events, leadership meetings, executive agendas, and quarterly conferences.
- Monitor adviser standards across social media profiles and email signatures to ensure regulatory alignment.
- Prepare management reports, analyse operational spreadsheets, and track business performance data.
Practice Coordinator Requirements
- Substantial administration, business operations, or executive coordination experience (essential).
- Proven track record reporting directly into senior management or at personal assistant level (essential).
- Strong technical capability across Microsoft 365, particularly SharePoint and Teams (essential).
- Assertive, proactive communication style with experience liaising with self-employed professionals (essential).
- Prior experience within financial services or regulatory onboarding environments (desirable). The culture explained
You will join an ambitious, collaborative financial advisory firm committed to broadening advice accessibility. Working closely with accessible leadership, your contributions directly impact operational efficiency and future growth. Practice Coordinator
- Base salary of £38,000 to £45,000 dependent on relevant industry and management support experience.
- Full-time permanent position offering long-term stability and career development.
- Hybrid working pattern based 4 days per week in Canary Wharf, with future flexibility.
- Direct collaboration with senior leadership in a highly visible, strategic position.
- Comprehensive systems training on bespoke internal tools and reporting software.
- Tangible career progression opportunities as the business infrastructure and adviser base expand.
- Full-time permanent position offering long-term stability and career development.
- Hybrid working pattern based 4 days per week in Canary Wharf, with future flexibility.
- Direct collaboration with senior leadership in a highly visible, strategic position.
- Comprehensive systems training on bespoke internal tools and reporting software.
- Tangible career progression opportunities as the business infrastructure and adviser base expand.
Liability and disclaimer:
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Practice Coordinator (Financial Services) in London employer: Premier Jobs UK
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