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IFA Practice Manager

Salary: £40000 Per Annum
Location: Wokingham
Contract type: Permanent
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The opportunity for an experienced Practice Manager to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.

The Opportunity

Executing aspects of the firm's operations plan
Ensure business processes and policies are adhered throughout the office
Assisting with day to day activities, projects and tasks to ensure smooth running of the office
Coaching the team to help get the best performance from the individuals and the team
Ensure adherence to FCA (Financial Conduct Authority) rules as defined in the firm's compliance procedures
Assisting with the Compliance and T&C requirements of a busy IFA practice
Supporting the Directors in connection to HR and staff responsibilities
Reconciling income to the business using the CRM system
Be a valued member of the team and assist in the smooth running of the business

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

Proven office management experience within financial services
Ability to motivate and coach teams to perform at a high level
Excellent communication and interpersonal skills

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Office Manager, Administration Manager


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