Back to search
Practice Manager
- Reigate, Surrey
- £28-30k
- Office Based
- Monday to Friday
Our wonderful financial services client in Reigate is growing! Join an organisation at a very exciting point as they grow and develop. They are looking for a Practice/Office Manager to lead the team, oversee workloads and allocation as well as oversee the smooth running of the office. This is an office-based role, working as part of a friendly and collaborative business.
Why Join Them?? Independent, client-focused business
? Lead and develop a high-performing team
? Collaborative, professional, and ambitious work environment
Key Responsibilities:??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
??Overseeing the smooth running of the office
Skills & Attributes:? 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
? Experience with platforms such as Intelliflo, Transact, (desirable but not essential)
