Practice Manager - Wealth Management

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