Practice Manager

Posted 20 March by Heat Recruitment Easy Apply Featured

The Client:

A fantastic opportunity has arisen with a highly reputable, well established Financial Services firm who pride themselves on providing specialist Mortgage, Protection and General Insurance

The Opportunity:

You will be overseeing the smooth running of the office and the day-to-day workings of the business. There will be a strong focus on the management of compliance and along with this, you will be handling some high level technical cases. You will be managing the pipeline of the business and will also benefit from a performance related bonus scheme.


Looking after the compliance for the back-office team and the financial advisors.

Direct client relationship management

Overseeing the work of the Paraplanning/Administration Team and delegating tasks as required

The provision of technical support and training to junior team members

What’s needed for me to be considered?

Minimum of the level 4 diploma qualification

Ideally you will have either a Mortgage Broking/IFA background

Experience of working with a financial advisory or planning practice

Experience of completing compliance related tasks

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Practice manager, Paraplanning Manager, Compliance manager, Senior Paraplanner, IFA Office manager

Required skills

  • Advisory
  • Financial Advisory
  • Office Manager
  • Paraplanning

Reference: 34257729

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