Practice Operations Lead – Growth & Compliance (Remote Fri)

Porta Partners LLP; Greater London; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Development pathway

Professional qualifications support

Firm events

Overseas trip

Job summary

Porta Partners LLP, a London-based chartered financial planning practice, seeks an experienced Practice Manager to run the day-to-day operations and support Growth. Reporting to the COO, you will ensure processes are followed, improve workflows, and enable the Managing Partners and advisers to focus on client outcomes.

The role covers finance, HR, onboarding, compliance, systems, and office management. Based in London with a mix of site and flexible work, the package includes development

Qualifications

• Experience in operations and/or practice management with line management experience.
• Practical experience of finance and HR administration: payroll, invoicing, reconciliation, recruitment, contracts, onboarding and benefits.
• A track record of delivering projects.
• Sound understanding of FCA regulated advice firm operations including AML, data protection and compliance.
• Ability to build strong relationships with internal and external stakeholders.
• Familiarity with Voyant, Plannr, Microsoft 365 and accounting/payroll software; openness to new technology and AI.
• Paraplanning experience or strong working knowledge of paraplanning and the advice process.
• Experience within an appointed representative of a network."],
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Responsibilities

• Finance and payroll: lead monthly pay run, process payments, reconcile budgets and invoices.
• People and HR: manage recruitment, onboarding, benefits, and CPD records; handle contracts and probation.
• Supporting advisers and Managing Partners: manage case-tracking, task lists, progress reporting, and process improvements.
• Network and compliance: support SPFP projects, LOA process, compliance training, and introducer agreements.
• Systems and suppliers: assist COO on contracts, renewals, and MI dashboard data quality.
• Office management: oversee post, bookings, and visits; ensure great client experiences.
• Projects and events: run supplier tenders, training, and major firm events, including ACM and overseas trips.
• Leadership: line-manage operations team, set objectives, and maintain procedures with cover for every task.

Skills

Operations management

Finance & HR administration

Project delivery

FCA compliance

Stakeholder management

Paraplanning knowledge

Tools

Voyant

Plannr

Microsoft 365

Accounting & payroll software

Job description

Porta Partners LLP, a London-based chartered financial planning practice, seeks an experienced Practice Manager to run the day-to-day operations and support Growth. Reporting to the COO, you will ensure processes are followed, improve workflows, and enable the Managing Partners and advisers to focus on client outcomes.

The role covers finance, HR, onboarding, compliance, systems, and office management. Based in London with a mix of site and flexible work, the package includes development