Practice Manager- IFA/ Wealth Management

2 months ago

Liverpool, United Kingdom Heat Recruitment Full time

Practice Manager - Wealth Management Firm

Location: Liverpool

I’m working exclusively with a highly respected wealth management firm that is undergoing an exciting period of growth and transformation. My client, a well-established and ambitious advisor, is embarking on their next stage of growth and is seeking a dynamic Practice Manager to join their team and help shape the future of the business.


About the Firm

This is a business that combines the professionalism of a thriving wealth management practice with the warmth of a close-knit team and the ambition of incredible growth. The team has grown from a single advisor to a robust team, including advisors, paraplanners, investment specialists, and administrative staff.


The Role

As Practice Manager, you’ll work closely with the business owner to implement the firm’s vision, manage operations, and oversee the growth of the newly established directly authorised entity. This is a hands-on leadership role where you’ll have a genuine impact on the direction and success of the business.


Key Responsibilities:

  • Strategic Operations: Oversee day-to-day activities, ensuring processes run smoothly and efficiently.
  • Team Management: Conduct 1:1s, manage staff performance, and resolve team issues.
  • Vision Implementation: Translate the owner’s goals for growth into actionable plans that drive results.
  • Data and Analysis: Review sales data and analyse call recordings to identify trends and opportunities for improvement.


The Ideal Candidate

We’re looking for someone who can step in and make an immediate impact, bringing their expertise and proactive mindset to the table.

  • Integrator Mindset: Ability to turn strategic ideas into practical solutions.
  • Proactive and Independent: A self-starter who can anticipate challenges and take ownership.
  • Leadership Skills: Confident in managing a team and navigating both operational and strategic needs.
  • Cultural Fit: A positive, collaborative approach that complements the firm’s professional yet family-like culture.


Why Join?

  • Be a key part of shaping a new entity within a thriving business.
  • Enjoy a supportive culture where employee contributions are valued and rewarded.
  • Join a team with zero staff turnover to date
  • Real opportunities for growth and progression, with rewards that match your impact and contribution.


Next Steps

If you’re ready to take on a leadership role in a growing wealth management firm and have the skills and mindset to make a difference, I’d love to hear from you.

Apply now or get in touch for a confidential conversation.

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