Practice Manager - Wealth Management

My client is a respected wealth management business within a Top 40 UK accountancy group. They are seeking an experienced Practice Manager to lead daily operations, support a team of 14, and act as the trusted right-hand to the Managing Director. This role offers real influence, autonomy and the opportunity to shape future systems, processes and client service. Responsibilities: • Lead day-to-day practice operations across people management, client servicing, business processing and compliance • Act as the escalation point for complex client and operational queries • Provide technical and administrative support to advisers and the MD • Manage workflow, resource planning, performance and holiday approvals • Ensure all client documentation and activity meets regulatory standards • Support and train junior staff, promoting best practice • Oversee marketing administration including financial promotions and website updates • Maintain accurate management information and meeting tracking via CRM (Salesforce) • Drive continuous improvement in systems, processes and technology (including IT/AI opportunities) Requirements: • Experience in practice management, senior administration or operations within wealth management, financial services or mortgage services • Strong people management skills and experience leading a team • Excellent organisational, communication and problem-solving abilities • Understanding of workflow, systems, and regulatory requirements • Confident working closely with senior leadership • CRM experience (Salesforce beneficial) • DIP PFS advantageous; full exam support available Personal Attributes: • Professional and relationship-focused • Forward-thinking with a continuous improvement mindset • Highly organised, accountable and calm under pressure • Supportive, inclusive leader with a focus on developing others Benefits: • Competitive salary • 25 days holiday + bank holidays • 1 day per week WFH after probation • Flexible start/finish times • Pension & life assurance • EAP and employee discounts • Full support for CII exams • Collaborative culture with strong progression opportunities Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful