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Financial Planning Practice Manager

  • Leicestershire, Market Harborough
  • Permanent
  • up to £40,000 plus company benefits

Job details.

Job Title: Financial Planning Practice Manager

Location: Market Harborough (In-office, not hybrid)

Industry: Wealth Management / Financial Planning

Salary: Up to £40,000 per year (depending on experience)

Are you a seasoned professional in wealth management or financial services with a knack for leadership and operational excellence? Look no further! Our esteemed client, a professional wealth management firm based in Market Harborough is on the lookout for a dedicated Practice Manager to join their team. 

The Client: Our client specialises in providing comprehensive financial planning solutions to individuals and businesses across the Midlands. They are dedicated to providing a first class client service while ensuring compliance and efficiency in every aspect of their operations.

Role Overview: As the Practice Manager, you will be at the helm of overseeing the day-to-day operations of their wealth management practice, including the management of the Administration and Paraplanning Teams.

Your role will encompass ensuring operational efficiency, maintaining compliance standards, and delivering exceptional client service. This is a fantastic opportunity for an enthusiastic individual who thrives in a fast-paced environment and is passionate about making a positive impact on clients' financial well-being.

Key Responsibilities:

  • Lead and manage the operations of the practice, including administrative functions, paraplanning, and client service.
  • Diary management for the Managing Director, including client communication, meeting scheduling, and preparation of meeting packs.
  • Supervise and support a team of 5, providing guidance, training, and performance feedback.
  • Develop and maintain strong client relationships, addressing inquiries, resolving issues, and identifying opportunities to add value.
  • Plan and execute client events and liaise with third-party providers to ensure efficient handling of client funds.
  • Monitor the pipeline diligently and provide weekly updates on progress with a focus on high-priority cases.
  • Collaborate with financial advisors and team members to optimize workflow and enhance client experiences.
  • Oversee client onboarding processes, account maintenance, and reporting activities.
  • Monitor KPIs and operational metrics to identify areas for improvement and drive operational efficiency.

Skills & Experience Required:

  • Minimum of 3 years of experience in wealth management or financial services, with a proven track record in a managerial or supervisory role.
  • Strong knowledge of Financial Planning regulations.
  • Previous experience managing a team.
  • Excellent leadership, communication, and interpersonal skills.
  • Detail-oriented and organized, with a commitment to delivering high-quality work and exceptional client service.
  • Proficiency in Microsoft Office suite and experience with wealth management software platforms.
  • Ability to prioritize tasks effectively, manage multiple projects simultaneously, and thrive in a fast-paced, deadline-driven environment.
  • Demonstrated commitment to professional development and continuous learning.

On Offer:

  • Basic salary to £40,000
  • Support for professional qualifications.
  • 22 days holiday plus bank holidays (increases with service).
  • Flexible start/finish times.
  • Competitive remuneration package.
  • Collaborative and friendly work environment.
  • Pension and incentive schemes.

Job Types: Full-time, Permanent

Benefits:

  • Company events
  • Company pension
  • Flexitime
  • On-site parking
  • Private medical insurance

Schedule: Monday to Friday

Work Location: In person

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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