Practice Manager - Wealth Management

My client is a respected wealth management business within a Top 40 UK accountancy group. They are seeking an experienced Practice Manager to lead daily operations, support a team of 14, and act as the trusted right-hand to the Managing Director. This role offers real influence, autonomy and the opportunity to shape future systems, processes and client service.

Responsibilities:

• Lead day-to-day practice operations across people management, client servicing, business processing and compliance

• Act as the escalation point for complex client and operational queries

• Provide technical and administrative support to advisers and the MD

• Manage workflow, resource planning, performance and holiday approvals

• Ensure all client documentation and activity meets regulatory standards

• Support and train junior staff, promoting best practice

• Oversee marketing administration including financial promotions and website updates

• Maintain accurate management information and meeting tracking via CRM (Salesforce)

• Drive continuous improvement in systems, processes and technology (including IT/AI opportunities)

Requirements:

• Experience in practice management, senior administration or operations within wealth management, financial services or mortgage services

• Strong people management skills and experience leading a team

• Excellent organisational, communication and problem-solving abilities

• Understanding of workflow, systems, and regulatory requirements

• Confident working closely with senior leadership

• CRM experience (Salesforce beneficial)

• DIP PFS advantageous; full exam support available

Personal Attributes:

• Professional and relationship-focused

• Forward-thinking with a continuous improvement mindset

• Highly organised, accountable and calm under pressure

• Supportive, inclusive leader with a focus on developing others

Benefits:

• Competitive salary

• 25 days holiday + bank holidays

• 1 day per week WFH after probation

• Flexible start/finish times

• Pension & life assurance

• EAP and employee discounts

• Full support for CII exams

• Collaborative culture with strong progression opportunities

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.