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Wealth Management Practice Manager — Lead Operations
Clear IT Recruitment
Lincoln
Sur place
GBP 50 000 - 65 000
Plein temps
Il y a 18 jours

Résumé du poste

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.

Prestations

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.

Responsabilités

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

Connaissances

People management
Organisational skills
Communication
Problem-solving
Understanding regulatory requirements

Formation

DIP PFS

Outils

Salesforce
Description du poste
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.

* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.