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Practice Manager, Wealth Management

Fram Search
Posted a day ago, valid for 18 days
Location

Hertford, Hertfordshire SG14 3ES, England

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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  • Fram is seeking a Business Manager for a growing IFA firm on a 12-month fixed term contract, with remote working options available.
  • The ideal candidate should have 3 to 5 years of experience in Business Management or Practice Management, preferably within a financial planning or wealth management background.
  • The role involves providing strategic support, process improvement, data analysis, regulatory review, and budgeting.
  • The successful applicant will collaborate closely with other business heads to align with their strategic aims and support various projects.
  • The salary for this position is competitive, and candidates who can start within a month are particularly encouraged to apply.
  • Remote working
  • Growing IFA firm
  • 12 months fixed term contract
Fram are delighted to be working with a growing IFA firm, who have a number of offices. Due to growth, they are keen to appoint a Business Manager to support the MD on a range of projects. The role would suit someone with Business Management or Practice Management experience.  The role is wide range, but could encompass strategic support, process improvement, projects, data analysis, regulatory review, CRM systems, budgeting and forecasting. The role will also work closely with other business heads to support their needs and strategic aims.  Applicants must be from a financial planning/wealth management background. Experience in Business Management or Practice Management is desirable.  We are also particularly keen to hear from individuals available to start within a month, though we welcome applications from all qualified candidates.

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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.