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Practice Manager (Financial Services - Financial Advice)

Meraki Talent Limited
Posted a day ago, valid for 19 days
Location

Livingston, West Lothian EH54 7FT

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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  • The Practice Manager position at a boutique Independent Financial Advisory firm in West Lothian is a full-time, permanent role with an excellent salary dependent on experience.
  • Candidates should possess a Level 4 qualification and have experience in paraplanning or financial advisory, ideally with a background in a mid-sized corporate firm.
  • The role involves overseeing day-to-day operations, managing paraplanners, and driving operational efficiencies to support business growth.
  • This strategic position offers opportunities for career progression and potential for share ownership as the firm expands.
  • The successful candidate will enjoy autonomy and the chance to shape the firm’s future while developing their leadership skills.

Practice Manager (IFA Firm)West Lothian - onsite 5 daysExcellent Salary DOEPermanent, Full-Time - 40 hoursMeraki Talent is sourcing for an experienced financial professional to step into a pivotal Practice Manager role within a boutique Independent Financial Advisory firm. This is a full-time, permanent position based in West Lothian, offering a unique chance to take on a dynamic and influential role within a growing business.Our client is seeking a Level 4 qualified professional with experience in paraplanning or financial advisory who may be looking for a fresh challenge. Whether you're looking for greater autonomy, a shift in career direction, or an operational leadership role, this position could be the perfect fit.The Role:As Practice Manager, you will oversee the smooth day-to-day running of the firm, with responsibilities including:

  • Supervising and managing paraplanners to ensure efficient workflow distribution
  • Hands-on training and development of junior team members
  • Office and HR management, including recruitment, training, and people development
  • Driving operational efficiencies to support business growth

This is more than just a management role - it’s a strategic position that allows you to shape the firm’s future while expanding your leadership skills.This opportunity is ideal for a professional coming from a mid-sized corporate firm who is seeking more autonomy and responsibility in their next role. As the business grows, there are clear pathways for career progression and even potential for share ownership.Why Join?

  • Play a key role in a growing boutique IFA firm
  • Enjoy the freedom to shape and influence operations
  • Progression opportunities and potential for equity

Apply NowLauren wants: Practice Manager, Paraplanner, Level 4 Diploma'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use the information we collect about you."Please see our website page headed 'Privacy Notice’ for an explanation about how we use the information we collect about you’

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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.