Practice Manager – Independent Financial Planning Firm
other jobs NJR Recruitment
Added before 1 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £50,000 - £55,000 per annum
Job Description:
Practice Manager – Independent Financial Planning Firm
Leeds
Up to £55,000 + Benefits
NJR Recruitment is delighted to be supporting a successful, forward-thinking Independent Financial Advisory practice in their search for a highly organised and people-focused Practice Manager.
This is a key leadership role within a growing firm, ideal for an individual who thrives in a supportive environment and is passionate about creating a workplace where staff feel valued, confident, and set up to succeed.
The Role:
As Practice Manager, you will play an essential part in the smooth running of the firm, ensuring high operational standards while leading on HR, culture, and staff development. You will be at the centre of the practice, supporting advisers, paraplanners, and administrators to deliver an exceptional client experience.
Your responsibilities will include:
*Overseeing day-to-day operations to ensure the practice runs efficiently
*Taking the lead on HR management, including recruitment, appraisals, performance reviews and wellbeing
*Managing and improving the onboarding and induction process, ensuring new staff feel welcomed, supported, and fully embedded into the team
*Working closely with senior management to maintain a positive culture and strong team morale
*Monitoring training needs, coordinating professional development, and supporting staff through exams and progression pathways
*Ensuring systems, processes and compliance standards are maintained
*Acting as the main point of contact for internal queries and staff support
*Contributing to continuous improvement projects and business growth initiatives
About You:
We’re looking for someone who can demonstrate:
*Previous experience in a Practice Manager, Office Manager, Operations Manager or HR-focused role, ideally within an IFA, wealth management, or other financial services environment
*Strong people skills with the ability to motivate, support, and mentor colleagues
*A passion for creating a positive working environment and embedding new staff successfully
*Excellent organisational and communication skills
*A proactive, solutions-focused approach, with the confidence to take ownership
*Understanding of FCA-regulated environments (preferred)
What’s on Offer:
*A competitive salary of up to £55,000 depending on experience
*Supportive and values-driven working environment
*Opportunity to make a real impact in the business
*Long-term career development
*Excellent employee benefits
This is a fantastic opportunity for a people-centred manager who wants to play a pivotal role in shaping a growing IFA practice and ensuring every team member feels supported from day one.
For more information or to apply, please contact NJR Recruitment quoting NJR16113
Leeds
Up to £55,000 + Benefits
NJR Recruitment is delighted to be supporting a successful, forward-thinking Independent Financial Advisory practice in their search for a highly organised and people-focused Practice Manager.
This is a key leadership role within a growing firm, ideal for an individual who thrives in a supportive environment and is passionate about creating a workplace where staff feel valued, confident, and set up to succeed.
The Role:
As Practice Manager, you will play an essential part in the smooth running of the firm, ensuring high operational standards while leading on HR, culture, and staff development. You will be at the centre of the practice, supporting advisers, paraplanners, and administrators to deliver an exceptional client experience.
Your responsibilities will include:
*Overseeing day-to-day operations to ensure the practice runs efficiently
*Taking the lead on HR management, including recruitment, appraisals, performance reviews and wellbeing
*Managing and improving the onboarding and induction process, ensuring new staff feel welcomed, supported, and fully embedded into the team
*Working closely with senior management to maintain a positive culture and strong team morale
*Monitoring training needs, coordinating professional development, and supporting staff through exams and progression pathways
*Ensuring systems, processes and compliance standards are maintained
*Acting as the main point of contact for internal queries and staff support
*Contributing to continuous improvement projects and business growth initiatives
About You:
We’re looking for someone who can demonstrate:
*Previous experience in a Practice Manager, Office Manager, Operations Manager or HR-focused role, ideally within an IFA, wealth management, or other financial services environment
*Strong people skills with the ability to motivate, support, and mentor colleagues
*A passion for creating a positive working environment and embedding new staff successfully
*Excellent organisational and communication skills
*A proactive, solutions-focused approach, with the confidence to take ownership
*Understanding of FCA-regulated environments (preferred)
What’s on Offer:
*A competitive salary of up to £55,000 depending on experience
*Supportive and values-driven working environment
*Opportunity to make a real impact in the business
*Long-term career development
*Excellent employee benefits
This is a fantastic opportunity for a people-centred manager who wants to play a pivotal role in shaping a growing IFA practice and ensuring every team member feels supported from day one.
For more information or to apply, please contact NJR Recruitment quoting NJR16113
Job number 3204389
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Company Details:
NJR Recruitment
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