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Practice Manager - Northampton

Company: The SmartList
Pay: £45000.00 Annually
Job type: full-time
Category: Financial Services

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Job description

LOCATION: Seaton , Rutland ( commutable from Northampton, Corby, Leicester or Peterborough)

JOB TITLE: Practice Manager

SALARY and BENEFITS: 30,000 - 45,000 Dependent upon experience and level of qualification.

WORKING HOURS:9.00am - 5.00pm - Monday to Friday (please note that from time to time you may be required to work outside of these hours, to fit with client needs.)

THE COMPANY:Our client based in Seaton, Rutland are a chartered Financial Planning firm and pride themselves on being able to provide a planning service built on honesty, professionalism and integrity. Specialising in investment, retirement and tax planning, whilst providing an integrated financial planning solution that covers all areas of the financial world. They are now looking for a Practice Manager to join their dedicated team.

THE ROLE: The role of Practice Manager is to oversee the smooth running of the Paraplanning Team and the day-to-day functionality of the business. There is a heavy focus on the management of compliance and you will also be required to provide technical and paraplanning support.

You will be based at our clients office in Seaton,Rutland. Commutable from Northampton, Corby Leicester or Peterborough.

Key Responsibilities:
Team and company compliance
Plan writing and research
Direct client relationship management with 'Private Banking Clients'
Adviser compliance and adviser relationship management
Overseeing the work of the Paraplanning Team and delegating tasks as required
The provision of technical support and training to junior team members
Establish and carry out departmental or organisational goals, policies and procedures

THE CANDIDATE: The ideal candidate for the role of Practice Manager will posses a Diploma in Financial Planning (or higher) and will have a minimum of 18 months experience in a similar role.

Key experience essential for the role:
Diploma in Financial Planning (or higher) essential
Minimum of 18 months experience as a Practice Manager or similar role
Live within a commutable distance of Seaton, Rutland (commutable from Northampton,Corby, Leicester or Peterborough)

Does this sound like you? If yes then please hit the apply now button.

You will then be sent to an online questionnaire to support your CV and application, please fill in the details and we will be in touch to advise you of the next steps.

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