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Practice Manager

Job Specification

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    Financial Services


    Role description

    The Practice Manager is a brand new role responsible for ensuring the practice runs effectively and efficiently to achieve our mission and business aims. The role ultimately reports to the Director and is part of the business leadership team. The ideal candidate  will be comfortable giving direction and thinking strategically, troubleshooting issues and being proactive to improve business processes and practices. Overseeing a team of 10, the Practice Manager is accountable to the leadership team for ensuring the business runs smoothly and is prepared for growth. The role will ultimately free up the Director to be more external, taking full responsibility for the day to day running of the business operations.

    The ideal candidate works well on their own initiative and under pressure, understands the financial services industry and has experience of working with entrepreneurs/ business founders in a fast paced environment.


    Key responsibilities

    Lead the firms performance as a member of the business leadership team

    • Serve as exemplary role model for our mission,¬† values and policies for all internal and external stakeholders.
    • Produce regular reports and analysis for the Director on outputs, progress and performance of the business
    • Contribute to the development of our business planning and decision-making as part of the leadership team
    • Work with the client delivery team to identify quarterly priorities and goals
    • Leading on the implementation of a company scorecard

    Process Oversight, Design & Implementation

    • Oversee the delivery and use of processes within the business, including the use of our IT system and back office system (Intelliflo Office). .
    • Ensure an effective and efficient service to clients through management of the team
    • Design and refine processes as needed and working closely with the team
    • Ensure effective utilisation of reporting systems to ensure we stay on track and deliver against targets, troubleshooting any problems.
    • Ensure processes are aligned with ever changing FCA regulations

    Team management and development

    • Lead on team performance and development, ensuring strong line management and accountability systems are in place
    • Develop training and development plans for the team, ensuring that we support our team in line with our mission and values
    • Lead on any future recruitment for the business


    • Oversee external communications including development of the website and other external communications tools
    • Works closely with the team to ensure the mission is effectively communicated in all that we do.


    • Produce regular reports on the financial performance of the firm for review with the Director
    • Reconciliation of new business and incoming recurring fees
    • Oversee the implementation of financial targets
    • Oversee half-yearly reports to the regulator (FCA)
    Salary £50,000

    Annual bonus 12%

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