Office Practice Manager

Achieve Recruitment; Henley-in-Arden; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading company in financial services seeks an experienced Office/Practice Manager to oversee operations and lead the Client Services team. The role requires a background in financial services and focuses on compliance, team management, and operational efficiency. Competitive salary and opportunities for career development are offered.

Benefits

Competitive salary and benefits

Career development and training opportunities

Supportive, values-led team culture

Qualifications

• 5+ years in financial services, ideally in an IFA environment.
• Proven experience in office/practice management.

Responsibilities

• Lead and support the Client Services team.
• Ensure FCA/GDPR compliance.
• Manage resources, budgets, and reporting.

Skills

Leadership

Stakeholder Management

Organisational Skills

Tools

Intelliflo

IRESS

Job description

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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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