Wealth Management Director Opportunity
11 hours ago
Join our established IFA firm in Wokingham as a Practice Manager, where you will oversee the daily operations and lead a team to deliver exceptional client service. The role offers a salary of £45,000 - £50,000 per annum and a dynamic work environment.
About the RoleAs Practice Manager, you will be responsible for:
- Managing a team of support staff, ensuring seamless delivery of administrative functions, paraplanning, and client service.
- Coordinating diary management for the Managing Directors, making key decisions on client interactions.
- Providing guidance, training, and performance feedback to team members, promoting a culture of continuous learning.
- Building and maintaining relationships with clients, addressing concerns, and identifying opportunities for growth.
- Collaborating with colleagues to enhance client experiences and drive business growth.
To succeed in this role, you will need a minimum of 3 years of experience in wealth management or financial services, a strong understanding of Financial Planning regulations, and excellent leadership and communication skills.
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