Practice Manager

23 hours ago


Canary Wharf, Greater London, United Kingdom Openwork Services Limited Full time
Practice Manager Opportunity

We are seeking an experienced Practice Manager to join our team at Openwork Services Limited. As a key member of our business, you will play a crucial role in overseeing and streamlining key activities, supporting newly recruited Financial Advisers, and driving operational efficiency.

Key Responsibilities:
  • Coordinate the onboarding of new advisers, including vetting and liaison with the network to ensure a smooth process.
  • Support and complete administration duties related to onboarding, including CPD and regulatory testing.
  • Develop and implement new processes for operational efficiency.
  • Use our MS CRM platform to plan and prepare marketing initiatives, including social media.
  • Collate and prepare weekly and monthly MI for use by the Practice Principals.
  • Lead and coordinate on projects and new business initiatives.
Requirements:
  • Management experience within the financial advice industry.
  • Regulated environment experience.
  • Experience in overseeing individuals in development, mentorship, and coaching.
  • Strong administration and communication skills.
  • Strong MI reporting and data analytics skills.
  • Strong IT skills, with high literacy in Excel.

This is a unique opportunity to be a key member of our business and contribute to its continued growth and success.


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