Practice Manager

4 weeks ago


London, United Kingdom mbf. Full time

Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and accountability. They pride themselves on maintaining the highest standards of service and integrity.

Role Overview:

They are currently seeking to recruit a dynamic Practice Manager with a background of working in holistic financial planning. In this role, you will oversee a team of Paraplanners and Administrators, ensuring the delivery of high-quality research and recommendation reports. The Practice Manager plays a pivotal role in driving team performance, promoting best practices, and maintaining excellent client service standards. The role could suit an experienced IFA Administrator or Paraplanner with some managerial/mentoring experience.

Key Responsibilities:

  • Monitor team activity and coordinate workload using our Monday.Com workflow system.
  • Manage SLAs and prioritize workload allocation to ensure timely service delivery.
  • Liaise with outsourced providers to ensure end-to-end support for Financial Planners.
  • Promote best practices among team members and identify training needs.
  • Implement process improvements to enhance efficiency and meet SLAs.
  • Maintain accurate client records and provide technical support as needed.
  • Liaise with clients and providers while ensuring compliance with regulatory procedures.
  • Undertake paraplanning work as required to support Financial Planning recommendations.

Minimum Qualifications & Experience:

  • Level 4 Diploma Qualified (desired).
  • 3+ years experience as a Paraplanner/Senior Administrator within a financial planning environment.
  • Experience managing or mentoring a team.
  • Working knowledge of protection, investments, pensions, and pensions transfers.

Essential Skills:

  • Strong leadership, organizational, and workload management skills.
  • Excellent written and verbal communication skills.
  • Attention to detail and high level of professionalism.
  • Proficiency in MS Office (Word, Excel, Teams, Outlook) and CRM systems.

Desirable Skills:

  • Experience within a Quilter/Intrinsic AR.
  • Familiarity with specific systems like Quilter, Aegon, Voyant, MICAP, and Monday.Com.

What Our Client Offers:

  • A collaborative team environment with regular team meetings and social events.
  • Opportunities for professional growth and development.
  • Competitive salary £45,000 to £55,000 and benefits package.
  • Good bonus.
  • Hybrid working.
  • Benefits.

If you are a passionate individual with a strong background in financial planning and meet the qualifications outlined above, we encourage you to apply. This is an excellent opportunity to join a highly reputable City based SME who can offer excellent longer term development opportunities.


  • Practice Manager

    3 weeks ago


    London, United Kingdom Connaught Square Practice Full time

    Job summary We seek a highly-motivated, and experienced Practice Manager to provide leadership and oversight in our organisation. As the Practice Manager, you will be dealing with all aspects regarding staff management, hence, HR experience is highly desirable. You will have a major role in practice finances and business planning and strategies to...

  • Practice Manager

    2 weeks ago


    London, United Kingdom Connaught Square Practice Full time

    Job summary We seek a highly-motivated, and experienced Practice Manager to provide leadership and oversight in our organisation. As the Practice Manager, you will be dealing with all aspects regarding staff management, hence, HR experience is highly desirable. You will have a major role in practice finances and business planning and strategies to...

  • Practice Manager

    1 month ago


    North West London, United Kingdom General Practice Recruitment Full time

    PRINCE OF WALES MEDICAL PRACTICE, NW5We are looking for an experienced, motivated manager with excellent leadership skills to manage the operational functions and work alongside the partners to develop the practice.We have a team of 2 partners, 8 salaried GPs and an ARRS/nursing team covering our list size of 8,500 patients. We operate from modern...


  • London, United Kingdom The Barkantine Practice Full time

    Job summary An exciting opportunity hasbecome available for a hard working individual to join our friendly practiceteam as an Assistant Practice Manager. We are looking for someone withexperience in supervising, operational skills and process development in achanging and challenging environment. Assistant Practice Manager will focus onthe day-to-day...


  • London, United Kingdom Woodgrange Medical Practice Full time

    Job summary Weare looking for a full-time Deputy Practice Manager with the intention to transition to a Practice Manager in 18 months. The ideal candidate should have apassion for the job, good people skills, a good grasp of IT and common software,be flexible in working hours, and be able to get on with people and be a goodnegotiator. The candidate...


  • London, United Kingdom Woodgrange Medical Practice Full time

    Job summary Weare looking for a full-time Deputy Practice Manager with the intention to transition to a Practice Manager in 18 months. The ideal candidate should have apassion for the job, good people skills, a good grasp of IT and common software,be flexible in working hours, and be able to get on with people and be a goodnegotiator. The candidate...


  • London, United Kingdom The Neaman Practice Full time

    **JOB TITLE: ADMINISTRATOR** **REPORTS TO: Deputy Manager** **ACCOUNTABLE TO: Practice Manager** **HOURS: 37.5 hours per week** **Job Summary**: The purpose of the role is to: - Offer general assistance to the practice team and project a positive and friendly image to patients and other visitors, either in person or via the telephone - Undertake a...


  • London, United Kingdom Highgate Group Practice Full time

    **Responsibilities**: - Manage the practice's operations. - Manage the practice's business offices, including communications with the staff., the billing department and external agencies. - Coordinate with the management team on business goals and initiatives. - Provide information that drives business initiatives, and identify opportunities for...

  • Practice Nurse

    1 week ago


    London, United Kingdom MILLWAY MEDICAL PRACTICE Full time

    Job summary Are you an experienced Practice Nurse seeking a new fulfillingopportunity? Or are you a Nurse looking to move into General Practice? Millway Medical Practice , an esteemed, high achieving NHS GP practice in Mill Hill, is excited to welcome a new practice nurse in to our dynamic and expanding allied healthcare team. We can accommodate...


  • London, United Kingdom Highgate Group Practice Full time

    **Responsibilities**: - Manage the practice's operations. - Manage the practice's business offices, including communications with the staff., the billing department and external agencies. - Coordinate with the management team on business goals and initiatives. - Provide information that drives business initiatives, and identify opportunities for...

  • Practice Administrator

    2 months ago


    London, United Kingdom Highgate Group Practice Full time

    **Responsibilities**: - Manage the practice's operations. - Manage the practice's business offices, including communications with the staff., the billing department and external agencies. - Coordinate with the management team on business goals and initiatives. - Provide information that drives business initiatives, and identify opportunities for...


  • London, United Kingdom Highgate Group Practice Full time

    **Responsibilities**: - Manage the practice's operations. - Manage the practice's business offices, including communications with the staff., the billing department and external agencies. - Coordinate with the management team on business goals and initiatives. - Provide information that drives business initiatives, and identify opportunities for...


  • London, United Kingdom Cedar Practice Full time

    To support the practice management with patient access by creating monthly GP and nurse rotas. This is

  • Practice Nurse

    1 month ago


    London, United Kingdom Brocklebank Group Practice Full time

    Job summary Weare looking for an enthusiastic and highly motivated practice nurse to join us. We are looking for someone who loves general practice and wants to helpus deliver high quality primary care. Hours hours/week, negotiable shift patterns. Competitive salary, reflective ofexperience. Positionavailable as soon as you can start. Main...

  • Practice Secretary

    2 months ago


    London, United Kingdom The Clapham Family Practice Full time

    To forward any complaints or compliments received to the Practice HR & Patient Services Manager and in their absence, the Practice Finance and Ops Manager. To understand the working of the practice Emergency Procedures both of a medical and non-medical nature At all times to carry out duties with regard to Health & Safety at Work Regulations both within your...

  • Lead Practice Nurse

    4 weeks ago


    London, United Kingdom Battersea Fields Practice Full time

    Job summary Battersea Fields Practice is looking for an experienced LeadPractice Nurse to join our team working30 hours a week. A special interest and experience in diabetes managementwould be desirable. Theideal candidate will be dynamic, highly motivated, proactive,a good team player, with strong interpersonal and communication skillsand committed...

  • Lead Practice Nurse

    2 weeks ago


    London, United Kingdom Battersea Fields Practice Full time

    Job summary Battersea Fields Practice is looking for an experienced LeadPractice Nurse to join our team working30 hours a week. A special interest and experience in diabetes managementwould be desirable. Theideal candidate will be dynamic, highly motivated, proactive,a good team player, with strong interpersonal and communication skillsand committed...


  • London, United Kingdom Dr Dhitals Practice Full time

    **About us** Dr Dhitals Practice is based in Wood Street Health Centre, Walthamstow in East London serving the local community for over 35 years. Full Time 37.5 Hours per week (Mon-Fri) NHS pension available. NHS General Practice seeking an enthusiastic, hardworking and flexible person to join our lively practice team. You will provide general...

  • Practice Secretary

    2 weeks ago


    London, United Kingdom The Spring Hill Practice Full time

    JOB DETAILS **Job Title: Practice Secretary** **Location: The Lawson Practice & Spring Hill Practice** **Reporting to : Practice Manager** **Hours: 37.5 Hours salary dependant on experience** JOB PURPOSE **Main Duties and responsibilities** - Use whatever computer software the practice requires in order to assist with the task of patient referrals i.e....


  • London, United Kingdom THE CAVERSHAM GROUP PRACTICE Full time

    The Caversham Group Practice is a very busy GP Practice in Kentish Town looking after the health needs of almost 17,000.00 Patients. We are looking for new team members to join our front of house/ reception team on either a part time or full time basis. If you are looking to join a friendly team in a beautiful premises to start or continue a career in the...