Practice Manager - Wealth Management

Clear IT Recruitment; Lincoln; On-site; GBP 50,000 - 65,000; Full time

Job summary

A reputable wealth management business in Lincoln is seeking an experienced Practice Manager to lead daily operations and support a team of 14. This influential role offers autonomy in shaping future systems, processes, and client service. The ideal candidate has a strong background in practice management within financial services, excellent people management skills, and is confident working closely with senior leadership. Competitive salary and benefits included.

Benefits

Competitive salary

25 days holiday + bank holidays

Flexible working arrangements

Pension & life assurance

Employee assistance program

Qualifications

• Experience in practice management in wealth management or financial services.
• Strong leadership and team management experience.
• Excellent organisational and communication abilities.

Responsibilities

• Lead daily practice operations and team management.
• Act as escalation point for client queries.
• Manage workflow and resource planning.

Skills

People management

Organisational skills

Communication

Problem-solving

Understanding regulatory requirements

Education

DIP PFS

Tools

Salesforce

Job description

My client is a respected wealth management business within a Top 40 UK accountancy group. They are seeking an experienced Practice Manager to lead daily operations, support a team of 14, and act as the trusted right-hand to the Managing Director. This role offers real influence, autonomy and the opportunity to shape future systems, processes and client service.

Responsibilities

• Lead day-to-day practice operations across people management, client servicing, business processing and compliance
• Act as the escalation point for complex client and operational queries
• Provide technical and administrative support to advisers and the MD
• Manage workflow, resource planning, performance and holiday approvals
• Ensure all client documentation and activity meets regulatory standards
• Support and train junior staff, promoting best practice
• Oversee marketing administration including financial promotions and website updates
• Maintain accurate management information and meeting tracking via CRM (Salesforce)
• Drive continuous improvement in systems, processes and technology (including IT/AI opportunities)

Requirements

• Experience in practice management, senior administration or operations within wealth management, financial services or mortgage services
• Strong people management skills and experience leading a team
• Excellent organisational, communication and problem‑solving abilities
• Understanding of workflow, systems, and regulatory requirements
• Confident working closely with senior leadership
• CRM experience (Salesforce beneficial)
• DIP PFS advantageous; full exam support available

Personal Attributes

• Professional and relationship-focused
• Forward‑thinking with a continuous improvement mindset
• Highly organised, accountable and calm under pressure
• Supportive, inclusive leader with a focus on developing others

Benefits

• Competitive salary
• 25 days holiday + bank holidays
• 1 day per week WFH after probation
• Flexible start/finish times
• Pension & life assurance
• EAP and employee discounts
• Full support for CII exams
• Collaborative culture with strong progression opportunities

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful