Practice Manager - mbf. : Job Details

Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and accountability. They pride themselves on maintaining the highest standards of service and integrity.

Role Overview:

They are currently seeking to recruit a dynamic Practice Manager with a background of working in holistic financial planning. In this role, you will oversee a team of Paraplanners and Administrators, ensuring the delivery of high-quality research and recommendation reports. The Practice Manager plays a pivotal role in driving team performance, promoting best practices, and maintaining excellent client service standards. The role could suit an experienced IFA Administrator or Paraplanner with some managerial/mentoring experience.

Key Responsibilities:

• Monitor team activity and coordinate workload using our Monday.Com workflow system.
• Manage SLAs and prioritize workload allocation to ensure timely service delivery.
• Liaise with outsourced providers to ensure end-to-end support for Financial Planners.
• Promote best practices among team members and identify training needs.
• Implement process improvements to enhance efficiency and meet SLAs.
• Maintain accurate client records and provide technical support as needed.
• Liaise with clients and providers while ensuring compliance with regulatory procedures.
• Undertake paraplanning work as required to support Financial Planning recommendations.

Minimum Qualifications & Experience:

• Level 4 Diploma Qualified (desired).
• 3+ years experience as a Paraplanner/Senior Administrator within a financial planning environment.
• Experience managing or mentoring a team.
• Working knowledge of protection, investments, pensions, and pensions transfers.

Essential Skills:

• Strong leadership, organizational, and workload management skills.
• Excellent written and verbal communication skills.
• Attention to detail and high level of professionalism.
• Proficiency in MS Office (Word, Excel, Teams, Outlook) and CRM systems.

Desirable Skills:

• Experience within a Quilter/Intrinsic AR.
• Familiarity with specific systems like Quilter, Aegon, Voyant, MICAP, and Monday.Com.

What Our Client Offers:

• A collaborative team environment with regular team meetings and social events.
• Opportunities for professional growth and development.
• Competitive salary £45,000 to £55,000 and benefits package.
• Good bonus.
• Hybrid working.
• Benefits.

If you are a passionate individual with a strong background in financial planning and meet the qualifications outlined above, we encourage you to apply. This is an excellent opportunity to join a highly reputable City based SME who can offer excellent longer term development opportunities.