Practice Manager - Surrey

Woking, Surrey
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Practice Manager – Surrey
£28,000 - £30,000
Are you an experienced financial services professional with a passion for leadership and operational excellence? We’re looking for a Practice Manager to oversee a high-performing team and ensure outstanding service delivery within a respected independent financial advice firm.
Why Join Us?
✔️ Work with an independent, client-focused financial planning firm
✔️ Lead and develop a team of administrators and paraplanners
✔️ Enjoy a 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, efficiency, and high-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
What We’re Looking For:
✅ 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, Aviva, and AJ Bell is a plus
Desirable Qualifications:
* Minimum 3 years of experience in financial services
If you're ready to take the next step in your career, apply today

Job Info
CV-Library logo
Job Title:
Practice Manager - Surrey
Company:
CV-Library
Location:
Woking, Surrey
Salary:
£28000 - £30000 Per annum
Posted:
Mar 21st 2025
Closes:
Apr 21st 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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