Practice Manager - Wealth Management

NJR Recruitment; East Midlands; On-site; GBP 38,000 - 45,000; Full time

Job summary

An established wealth management firm is seeking a dynamic Practice Manager in Leicestershire. The role includes overseeing operations, managing compliance, and leading staff. Candidates should possess management experience in financial services and strong organizational skills, fostering an influence in operational success.

Qualifications

• Experience in a management or supervisory role within Wealth Management or Financial Planning.
• Solid understanding of FCA regulations and operational best practices.
• Highly organized and commercially aware.

Responsibilities

• Overseeing back-office processes and workflow management.
• Managing compliance procedures and regulatory responsibilities.
• Leading, developing, and mentoring administrative staff.

Skills

Leadership

Organizational Skills

Communication

Problem-Solving

Job description

Practice Manager (Wealth Management)

Leicestershire

Salary up to £45,000

An established and forward-thinking Wealth Management firm based in the Leicestershire area are looking for a dynamic and experienced Practice Manager to join their growing team. This is a key leadership role that offers the opportunity to take ownership of day-to-day operations, lead internal processes, support advisers and paraplanners, and ensure the smooth and compliant running of the practice.

The ideal candidate will have a background in financial services operations, a proactive and strategic mindset, and strong organisational and leadership skills.

Key Responsibilities:

" Overseeing back-office processes and workflow management

" Supporting advisers and paraplanners in delivering high-quality client service

" Managing compliance procedures and regulatory responsibilities

" Leading, developing, and mentoring administrative staff

" Working alongside directors to improve business operations and support strategic growth

What We're Looking For:

" Experience in a management or supervisory role within Wealth Management or Financial Planning

" A solid understanding of FCA regulations and operational best practices

" Excellent communication and problem-solving skills

" Highly organised, commercially aware, and adaptable

" Confident managing people and processes

This is a fantastic opportunity to join a professional, client-focused firm in a varied and rewarding role where you'll have real influence over operational success and long-term growth.

NJR15933