Details:
- Salary: £35,000 - 43,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: NE23 Dudley North Tyneside
- Date: 3 weeks ago
Description:
Job Title: Practice Manager
Location: Cramlington, Northumberland
Contract Type: Permanent / Full Time
Salary: £35,000 - £43,000 per annum, depending on experience
An excellent opportunity has arisen for an experienced Practice Manager to join a thriving and professional financial services business. This Practice Manager role is ideal for someone who enjoys overseeing operations, driving efficiency, and delivering exceptional client service within a fast-paced environment.
About the Company
Our client operates within the wealth management and financial planning sector, supporting clients with investments, pensions, and long-term financial strategies. They are known for high standards, strong client relationships, and a collaborative team culture.
The Role
As a Practice Manager, you will take ownership of day-to-day operations, ensuring processes run smoothly from initial enquiry through to completion. The Practice Manager will work closely with advisers and administrators, maintaining compliance, managing workloads, and ensuring the highest standards of service delivery.
Key Responsibilities:
* Oversee daily operational activity and team performance
* Manage workflows, priorities, and administrative processes
* Ensure compliance with industry and regulatory standards
* Support the end-to-end client journey, including documentation and follow-ups
* Liaise with advisers, providers, and clients to progress cases
* Conduct quality checks and maintain accurate records
About You
* Proven experience within financial services
* Strong understanding of investments, pensions, or financial planning
* Excellent organisational and leadership skills
* High attention to detail and ability to prioritise workloads
* Confident communication and stakeholder management
If you are a motivated Practice Manager looking to take the next step in your career within a supportive and professional environment, we would love to hear from you.
We’re committed to promoting inclusive opportunities. If you’re excited about this Practice Manager role but don’t meet every single requirement, we still encourage you to apply — your unique perspective could be exactly what they’re looking for