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Practice Manager - Wealth Management
Job Posted: 2 hours ago
Salary: £ 40,000 - 50,000 / Annum
Job Type: Permanent
Location: Lincoln, Lincolnshire
Expire in: a month
Job Description
My client is a respected wealth management business within a Top 40 UK accountancy group. They are seeking an experienced Practice Manager to lead daily operations, support a team of 14, and act as the trusted right-hand to the Managing Director. This role offers real influence, autonomy and the opportunity to shape future systems, processes and client service.
Responsibilities:
• Lead day-to-day practice operations across people management, client servicing, business processing and compliance
• Act as the escalation point for complex client and operational queries
• Provide technical and administrative support to advisers and the MD
• Manage workflow, resource planning, performance and holiday approvals
• Ensure all client documentation and activity meets regulatory standards
• Support and train junior staff, promoting best practice
• Oversee marketing administration including financial promotions and website updates
• Maintain accurate management information and meeting tracking via CRM (Salesforce)
• Drive continuous improvement in systems, processes and technology (including IT/AI opportunities)
Requirements:
• Experience in practice management, senior administration or operations within wealth management, financial services or mortgage services
• Strong people management skills and experience leading a team
• Excellent organisational, communication and problem-solving abilities
• Understanding of workflow, systems, and regulatory requirements
• Confident working closely with senior leadership
• CRM experience (Salesforce beneficial)
• DIP PFS advantageous; full exam support available
Personal Attributes:
• Professional and relationship-focused
• Forward-thinking with a continuous improvement mindset
• Highly organised, accountable and calm under pressure
• Supportive, inclusive leader with a focus on developing others
Benefits:
• Competitive salary
• 25 days holiday + bank holidays
• 1 day per week WFH after probation
• Flexible start/finish times
• Pension & life assurance
• EAP and employee discounts
• Full support for CII exams
• Collaborative culture with strong progression opportunities
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
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