Job Description
Practice Manager (Wealth Management)
Leicestershire
Salary up to £45,000
An established and forward-thinking Wealth Management firm based in the Leicestershire area are looking for a dynamic and experienced Practice Manager to join their growing team. This is a key leadership role that offers the opportunity to take ownership of day-to-day operations, lead internal processes, support advisers and paraplanners, and ensure the smooth and compliant running of the practice.
The ideal candidate will have a background in financial services operations, a proactive and strategic mindset, and strong organisational and leadership skills.
Key Responsibilities:
" Overseeing back-office processes and workflow management
" Supporting advisers and paraplanners in delivering high-quality client service
" Managing compliance procedures and regulatory responsibilities
" Leading, developing, and mentoring administrative staff
" Working alongside directors to improve business operations and support strategic growth
What We're Looking For:
" Experience in a management or supervisory role within Wealth Management or Financial Planning
" A solid understanding of FCA regulations and operational best practices
" Excellent communication and problem-solving skills
" Highly organised, commercially aware, and adaptable
" Confident managing people and processes
This is a fantastic opportunity to join a professional, client-focused firm in a varied and rewarding role where you'll have real influence over operational success and long-term growth.
NJR15933
