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Salary: From £40,000 per annum
Are you an experienced and highly organised Office or Practice Manager with a background in financial services? We're looking for a confident leader to take ownership of day-to-day operations within a high-performing, client-focused business.
In this pivotal role, you'll oversee the smooth running of the office, manage a collaborative Client Services team, ensure compliance with FCA and GDPR standards, and support Advisers to deliver exceptional client outcomes.
You'll also play a key role in enhancing our practice management systems and driving continuous improvement.
Key Responsibilities
• Lead and support the Client Services team.
• Oversee operational processes and ensure FCA/GDPR compliance.
• Act as a key liaison between Advisers, clients, and internal stakeholders.
• Manage resources, budgets, invoicing, and reporting.
• Drive system and process efficiency across the business.
What You'll Bring
• 5+ years in financial services, ideally within an IFA environment.
• Proven experience in office/practice management.
• Strong leadership, stakeholder management, and organisational skills.
• Experience with systems such as intelliflo or IRESS preferred.
What's on Offer
• Competitive salary and benefits.
• Career development and training opportunities.
• Supportive, values-led team culture.
If you're ready to make a meaningful impact and thrive in a fast-paced, professional environment, we'd love to hear from you.
Seniority level
• Seniority level.
Mid-Senior level
Employment type
• Employment type.
Full-time
Job function
• Job function.
Administrative
• Industries.
Business Consulting and Services
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