Practice Manager - Finance & Ops Leader

The Recruitment Council; Johannesburg; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a proactive Practice Manager to join their dynamic financial planning Family Office. This role offers a unique opportunity to oversee office operations, financial administration, compliance, and client relations while leveraging technology to enhance service delivery. The ideal candidate will thrive in a fast-paced environment, possess strong organizational and communication skills, and have a solid understanding of financial services regulations. If you are passionate about wealth management and enjoy diverse responsibilities, this is the perfect opportunity to make a meaningful impact within a supportive team dedicated to serving families with care and integrity.

Qualifications

• 5+ years in office management or financial planning roles.
• Bachelor’s degree/diploma in Business Administration or related field.

Responsibilities

• Manage daily office operations and ensure compliance.
• Assist in financial administration and client onboarding processes.

Skills

Organizational skills

Communication skills

Proficiency in Microsoft Office Suite

Problem-solving skills

Attention to detail

Interpersonal skills

Analytical skills

Research skills

Education

Bachelor’s degree in Business Administration

Relevant certifications (e.g., CFP)

Tools

Iress Xplan

QuicklySign

Seed Analytics

Commspace

Morningstar Report Portal

Job description

An established industry player is seeking a proactive Practice Manager to join their dynamic financial planning Family Office. This role offers a unique opportunity to oversee office operations, financial administration, compliance, and client relations while leveraging technology to enhance service delivery. The ideal candidate will thrive in a fast-paced environment, possess strong organizational and communication skills, and have a solid understanding of financial services regulations. If you are passionate about wealth management and enjoy diverse responsibilities, this is the perfect opportunity to make a meaningful impact within a supportive team dedicated to serving families with care and integrity.