Practice Manager (Wealth Planning)

Practice Manager (Wealth Planning)

Location: Lincoln

Salary: £35,000 - £45,000

Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?

Do you love mentoring and developing staff?

Then this may be the role for you

Our client is an expanding Wealth Planning company who are now looking for a Practice

Manager to join their team.

Main Duties:

• You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
• To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
• Promote and support best working practices
• Working closely with all team to oversee processes, compliance and work flow

Personal Attributes:

• Passionate about helping other people.
• Have accuracy and pride in your work.
• Can confidently and effectively manage and motivate a team
• Friendly and approachable.
• Excellent communication skills - both verbal and written.
• Outstanding organisational skills.
• Able to manage priorities/deadlines.
• Have a methodical, ordered, and structured approach to tasks.

Experience / Qualifications:

• Be computer literate, competent with Word, Excel, Outlook, etc.
• Be an experienced financial services administrator
• Excellent written and oral communication skills
• Excellent analytical and numerical skills
• Excellent time management, organisational, and record-keeping skills
• Ability to liaise in a professional and concise manner
• Have experience working within an independent wealth management or financial planning firm
• Team leader/supervisory experience is essential
• Comprehensive industry experience/knowledge - pensions, investment or a from a sector where there is a lot of compliance/regulation

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.