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Practice/Office Manager

Optima Recruitment
Posted 2 days ago, valid for a month
Location

Reigate, Surrey RH2 9JZ, 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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  • An exciting opportunity has arisen for a Practice Manager in an independent financial advice firm based in Reigate.
  • The role offers a salary of up to £40,000, depending on the candidate's experience.
  • Candidates must have previous experience in financial services, particularly in practice management or paraplanning.
  • Key responsibilities include team leadership, recruitment and training, operational oversight, compliance, and performance management.
  • The successful candidate will have strong leadership and communication skills, with the ability to motivate teams for high performance.

A new and exciting opportunity has arisen to join our independent client-focused financial advice client who is expanding!

As Practice Manager you will ensure smooth running of the office, as well as leading and developing a high-performing team in a collaborative, professional and ambitious work environment.

  • Based in Reigate
  • Up to £40,000

Your job will be varied one and will involve;

  • Team Leadership: Manage and support a team of administrators and paraplanners
  • Recruitment & Training: Hire, train, and mentor team members to excel in their roles
  • Operational Oversight: Ensure smooth workflow, high efficiency, and quality service delivery
  • Compliance & Governance: Maintain FCA compliance, conduct AML checks, and oversee regulatory changes
  • Performance Management: Set KPIs, monitor caseloads, and ensure best practices are followed
  • Paraplanning & Support: Assist with research, financial strategies, and client reporting

The successful person will have;

  • Previous experience in financial services is essential
  • Experience in practice management, financial services operations or paraplanning
  • Strong leadership, organisation and communication skills
  • Ability to coach and motivate teams for high performance
  • Knowledge of financial products, compliance and client service best practices

What you can expect;

  • Based in Reigate
  • £34,000 - £40,000 depending on the candidate experience
  • 25 days holiday plus bank holidays
  • Pensions scheme
  • Social events during the year

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

Apply now in a few quick clicks

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.