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Practice Manager

Exchange Street Claims & Financial Services
Posted 17 days ago, valid for 7 days
Location

Borehamwood, Hertfordshire WD6 3NQ

Salary

£60,000 - £72,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A growing financial planning firm is seeking a practice manager to lead a team of administrators supporting three financial planners.
  • The role involves managing team dynamics, coaching, and improving processes, with additional involvement in marketing.
  • The starting salary for this position ranges from £40,000 to £50,000, depending on experience.
  • Candidates should have prior leadership experience in a financial planning firm and a track record of improving processes.
  • The company offers flexibility in office attendance, alongside benefits such as flexitime, free parking, PMI, and a pension.
Same old same old or something new?  When a company is growing there are plenty of fringe benefits.  You get newly created jobs like this for one. And with newly created jobs you get to start afresh. The job gets moulded around your talents and you get to have an impact that isn't possible elsewhere.  You get to manage in the way you want to manage. You get to look at the systems and processes in place and make improvements. You get to have a say in how an ambitious business grows and develops.  In short, you get to have a voice.   Here you'll be a practice manager looking after a team of administrators (soon to be three). You're the team that supports the firm's three financial planners, freeing up their time for client work. The role is as you'd expect - 1-1s, coaching, workload distribution, HR. But when working for small businesses you get involved in other areas too, such as marketing.  There's an attractive starting salary between £40,000 - £50,000 (depending on experience). And once settled in you'll have some flexibility about how many days you need to be in the office (the company are thinking three in the office with two from home).   Alongside that there's:  
  1. Flexitime
  2. Free on-site parking
  3. PMI
  4. Pension
  5. Company events
  To top it all off they've been finalists for various rewards since they were set up and they have a 4.9 rating on VouchedFor with dozens of amazing online reviews. It's a well-run, high quality IFA practice with ongoing plans to grow and get better and better at what they do. It’s a great time to become part of that.    HERE'S WHAT YOU'LL NEED:  You'll be in a leadership position with another financial planning firm. You'll have the experience in the profession to guide/train others and answer technical/process queries.  You'll enjoy leading a team and will have examples of how you've helped improve processes at other businesses.  --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Want to help a modern financial planning firm get better and better? Click apply. If you don't have a CV send us a way of contacting you, we can come to the CV later.  Everyone will get a response.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.