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Practice Manager

  • Wokingham
  • Permanent
  • £45,000

Job details.

A leading firm with over 20 years of experience in the Financial Planning industry is seeking a Practice Manager to lead a rapidly growing team. The role will encompass all aspects of people management, including mentoring, support, training, and recruitment to the team. You will be responsible for managing a team of Administrators and Paraplanners to deliver an exceptional level of service to financial planners and clients.

The ideal candidate could be an accomplished Practice Manager from a reputable Financial Service firm, a seasoned Senior Paraplanner aspiring to step into a management role, or a compliance specialist with a proven track record in workload/team management. Possessing strong numeracy skills, exceptional communication abilities, and extensive management experience, you'll be seeking an opportunity to join a dynamic and ambitious team within a growing Independent Financial Advice firm.

The Role:

  • Directing day-to-day operations, collaborating with financial planners to address business requirements promptly.
  • Ensuring timely completion of all assigned tasks.
  • Prioritizing work queues to meet deadlines effectively.
  • Offering objective and constructive feedback to facilitate staff development, promptly addressing any performance issues.
  • Monitoring staff work and identifying training requirements to enhance accuracy and promote a quality-assured service approach.
  • Conducting regular team meetings.
  • Conducting individual performance reviews.

Educational Background, Qualifications & Training:

  • Minimum of three years of experience in financial services.
  • Possession of financial services qualifications is advantageous.
  • Completion of probation entails passing a series of brief tests on compliance, money laundering awareness, and fundamental knowledge.

Their Offer:

  • A highly competitive salary up to £45,000
  • Flexible work environment
  • Comprehensive benefits package

If this opportunity appeals to you, please do not hesitate to apply.


  1. Financial Services

Joseph Gorman

Managing Consultant

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