Wealth Management Practice Manager — Lead Operations

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

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.