Practice Manager

JR United Kingdom; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services provider is looking for a Practice Manager in the City of London. This role involves driving operational efficiency, ensuring regulatory compliance, and managing business development initiatives. The ideal candidate has extensive experience in financial services operations and should possess relevant professional qualifications. The role offers a salary range of £40,000 - £60,000 and a bonus opportunity of up to 20%.

Benefits

Salary package

Bonus opportunity

Pension Scheme

Qualifications

• Extensive experience in financial services operations, preferably within an IFA or network.
• Strong knowledge of FCA rules and product provider liaison.

Responsibilities

• Ensure supervision of advisers per FCA and Openwork T&C requirements.
• Produce and maintain MI reports on sales performance.
• Monitor firm profitability and performance against budgets.

Skills

Financial services operations

People management

FCA compliance

Education

CII or DipFA qualification

Job description

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Practice Manager, london (city of london)

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Client:

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

22.08.2025

Expiry Date:

06.10.2025

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Job Description:

Eminent Financial Limited offers a comprehensive financial planning service for all its clients including protection, pension, investment, and estate planning needs. They are currently looking for a Practice Manager to support with the growth and development of the business.

About the Role

As the Practice Manager you will play a key leadership role within Eminent Financial. You will be responsible for driving the firm's operational efficiency, regulatory compliance, and commercial success.

The role encompasses oversight of Training & Competency (T&C) supervision, sales performance management, business development, marketing, quality assurance, and internal operations including finance, procurement, and supplier management. The successful candidate will also maintain relationships with product providers, manage business MI, and monitor KPIs across the adviser base and firm.

Eminent has a strong national coverage and is looking to continue to grow and develop. As the Practice Manager, you will be a key driver in the business’s growth.

The benefits

• Salary – £40,000 - £60,000 (dependent on experience)
• Bonus opportunity – up to 20%
• Pension Scheme

Your responsibilities will include:

• Ensure that all advisers are supervised in line with FCA and Openwork T&C requirements.
• Work with the Managing Principal and Executive Director, Principal, Sales manager and Advisers to implement strategic growth and sales development plans.
• Produce and maintain accurate, insightful MI reports on sales performance, client outcomes, adviser productivity, and compliance metrics.
• Act as operational point of contact for product providers and The Openwork Partnership development managers.
• Support the Managing Principal and Executive Director in monitoring firm profitability and performance against budgets.

What will you need to succeed?

• Professional qualification such as CII, DipFA, or equivalent financial services qualifications would be beneficial.
• Extensive experience in financial services operations, preferably within an IFA or network firm structure.
• Strong knowledge of FCA rules, compliance frameworks, and product provider liaison experience.
• Proven ability to manage T&C frameworks, sales reporting, and operational infrastructure.
• People management experience would be beneficial.

Eminent Financial Limited is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.