Are you ready to take on the role of Practice Manager within a small team of dedicated individuals? Do you have a proven track record in the financial services sector? Do you thrive on creating structure, driving efficiency, and leading a team to success? If so, we’d love to hear from you!
About Us
Affluent Financial Planning Ltd is a forward-thinking and client-focused financial services firm, dedicated to delivering exceptional advice and solutions. Our team prides itself on professionalism, and a commitment to excellence. As we continue to grow, we’re seeking a Practice Manager to oversee the day-to-day operations and ensure seamless service delivery.
Key Responsibilities
Leadership & Team Management:
Lead, mentor, and manage a dynamic team of two advisers and four support staff. Foster a culture of excellence and collaboration. Operational Oversight:
Develop and implement processes to improve efficiency and ensure compliance with industry regulations. Client Experience:
Ensure clients receive a superior experience by streamlining workflows and maintaining high service standards. Financial Oversight:
Manage resources, and work with the company accountant to keep everything in order. Strategic Planning:
Collaborate with leadership to set goals, develop strategies, and drive growth initiatives. Compliance & Risk Management:
Stay updated on regulatory changes and ensure the practice adheres to the highest of standards. About You We are looking for a results-oriented professional with: Experience:
A minimum of five years within the financial services sector. Leadership Skills:
Proven ability to lead and motivate a team, managing performance and fostering professional development. Knowledge:
Strong understanding of financial services regulations and compliance requirements. Organizational Skills:
Exceptional ability to prioritize, manage workloads, and meet deadlines. Communication:
Excellent interpersonal and communication skills, with the ability to build relationships at all levels. Tech-Savvy:
Proficiency in financial services software and tools. What We Offer Competitive salary with scope for bonus. Comprehensive benefits package, including company car and life cover. Ongoing professional development opportunities. A supportive and inclusive company culture. How to Apply If you’re ready to take the next step in your career and join a thriving, respected practice, we’d love to hear from you. Please send your CV and a cover letter outlining your experience and why you’re the perfect fit for this role to practicemanager@affluentfp.co.uk. Join us at Affluent Financial Planning Ltd and help shape the future of financial services! Job Types: Full-time, Permanent Pay: £40,000.00-£55,000.00 per year Benefits: Company car Company events Company pension Employee mentoring programme Financial planning services Life insurance Schedule: Monday to Friday No weekends Ability to commute/relocate: Bridge of Weir PA11 3AA: reliably commute or plan to relocate before starting work (required) Experience: Practice Manager: 2 years (preferred) Financial services: 5 years (preferred) Licence/Certification: Regulated Diploma in Financial Planning (preferred) Work Location: In person Expected start date: 17/02/2025
#J-18808-Ljbffr
Lead, mentor, and manage a dynamic team of two advisers and four support staff. Foster a culture of excellence and collaboration. Operational Oversight:
Develop and implement processes to improve efficiency and ensure compliance with industry regulations. Client Experience:
Ensure clients receive a superior experience by streamlining workflows and maintaining high service standards. Financial Oversight:
Manage resources, and work with the company accountant to keep everything in order. Strategic Planning:
Collaborate with leadership to set goals, develop strategies, and drive growth initiatives. Compliance & Risk Management:
Stay updated on regulatory changes and ensure the practice adheres to the highest of standards. About You We are looking for a results-oriented professional with: Experience:
A minimum of five years within the financial services sector. Leadership Skills:
Proven ability to lead and motivate a team, managing performance and fostering professional development. Knowledge:
Strong understanding of financial services regulations and compliance requirements. Organizational Skills:
Exceptional ability to prioritize, manage workloads, and meet deadlines. Communication:
Excellent interpersonal and communication skills, with the ability to build relationships at all levels. Tech-Savvy:
Proficiency in financial services software and tools. What We Offer Competitive salary with scope for bonus. Comprehensive benefits package, including company car and life cover. Ongoing professional development opportunities. A supportive and inclusive company culture. How to Apply If you’re ready to take the next step in your career and join a thriving, respected practice, we’d love to hear from you. Please send your CV and a cover letter outlining your experience and why you’re the perfect fit for this role to practicemanager@affluentfp.co.uk. Join us at Affluent Financial Planning Ltd and help shape the future of financial services! Job Types: Full-time, Permanent Pay: £40,000.00-£55,000.00 per year Benefits: Company car Company events Company pension Employee mentoring programme Financial planning services Life insurance Schedule: Monday to Friday No weekends Ability to commute/relocate: Bridge of Weir PA11 3AA: reliably commute or plan to relocate before starting work (required) Experience: Practice Manager: 2 years (preferred) Financial services: 5 years (preferred) Licence/Certification: Regulated Diploma in Financial Planning (preferred) Work Location: In person Expected start date: 17/02/2025
#J-18808-Ljbffr
