Practice Manager - Financial Planning

  • Location

    Swindon, Wiltshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £32000 - £40000 per annum + Bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2571_1598962281

  • Published:

    about 2 months ago

  • Expiry date:

    2020-10-01

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with a well established and successful IFA practice in Swindon to recruit a new member of staff into a key position. The client is looking for a Practice Manager who can: manage the team, internal services, processes and procedures, ensure that client satisfaction remains very high and the client base and business grows.

This will be a busy and varied role, duties will include:

  • Managing the existing team and providing training/support
  • Day to day running of the practice
  • Creating and maintaining business procedures and service standards
  • Overseeing the delivery of the business administration
  • Ensuring compliance requirements are met
  • Creating a positive successful working environment

The client is looking for an experienced Manager or Supervisor, ideally already working in Financial Planning/Wealth Management. However, they will also consider someone who is working in wider Financial Services such as Pensions, Investments, Platforms etc.

This is an excellent opportunity to join a growing company where you will be a key part of the team.