Back to search
Are you an experienced Practice Manager seeking an opportunity to advance your career while maintaining a strong work-life balance? This is a fantastic chance to join a dynamic and ethically driven Independent Financial Advisory firm that prioritises personal growth and professional development. My client is looking for a dedicated and skilled Practice Manager to play a key role in their team. This role combines essential administrative responsibilities with the benefits of working in a supportive, family-oriented environment.
As a Practice Manager, you will oversee workflows using financial CRM systems such as Intelligent Office, communicate effectively with clients and providers, and coordinate client meetings to build strong professional relationships. Operational responsibilities include preparing compliance packs, reviewing client documentation, identifying opportunities for process improvements, and providing personal assistant support, such as organising internal meetings and supporting daily business operations.
The ideal candidate will have proficiency in financial systems like Intelligent Office or similar platforms, along with excellent organisational, time management, and communication skills. A flexible and adaptable mindset, a focus on work-life balance, strong ethics, and attention to detail are essential attributes for success in this role. This position is particularly well-suited to someone eager to grow professionally within a collaborative and inclusive team.
The role offers a competitive salary of £30,000-£38,000, depending on experience, 25 days of annual leave, and flexible working hours to accommodate personal commitments. The position is primarily remote, with occasional visits to the Bromley office.
This well-established firm is dedicated to fostering long-term client relationships and achieving ambitious growth targets. They are looking for a passionate professional who is ready to contribute to their success while furthering their own career. If you’re prepared to take the next step in your journey as a Practice Manager, apply now to join a team that values and nurtures your potential.
To discuss this opportunity further, please email Joanna at Financial Divisions.
