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IFA Practice Manager - Remote Role (Occasional Visits to Bromley Offices)
Are you an experienced Practice Manager seeking a fulfilling opportunity that offers career growth and a healthy work-life balance? This is an excellent chance to join a dynamic, ethically driven Independent Financial Advisory (IFA) firm that places a strong emphasis on personal growth and professional development.
My client is currently looking for a dedicated and skilled Practice Manager to join their team. This role combines essential administrative responsibilities with the benefits of working within a supportive, family-oriented environment.
What You'll Be Doing:
As the Practice Manager, you will:
- Oversee workflows using financial CRM systems such as Intelligent Office.
- Communicate effectively with clients and providers to foster strong professional relationships.
- Coordinate client meetings and ensure a seamless experience for clients.
- Review and prepare compliance packs and client documentation.
- Identify opportunities to improve internal processes and enhance operational efficiency.
- Provide personal assistant support, including organising internal meetings and supporting daily business operations.
What We’re Looking For:
The ideal candidate will have:
- Proficiency in financial systems such as Intelligent Office (or similar).
- Strong organisational, time management, and communication skills.
- A flexible, adaptable mindset with a focus on work-life balance.
- High ethical standards and attention to detail.
- The desire to contribute to a collaborative and inclusive team environment while growing professionally.
What’s in it for You:
- Competitive salary up to £38,000 depending on experience.
- 25 days of annual leave, plus the flexibility to work around your personal commitments.
- Primarily remote working, with occasional visits to the Bromley office.
- Opportunity to work with an established firm with ambitious growth targets.
- A supportive, family-oriented environment that values your professional development.
This is a fantastic opportunity for someone eager to take the next step in their career while contributing to the growth and success of a respected firm. If you’re looking to join a team that values your skills, offers career progression, and supports your work-life balance, then this Practice Manager role is for you.
To discuss this opportunity further, please send your CV to Laura at Financial Divisions
