IFA Business Development Manager

4 weeks ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Ltd Full time

This Practice Manager role presents a unique opportunity for professionals looking to make a significant impact in the wealth management industry. Working with a highly respected firm, you will play a key role in shaping the future of the business and driving results.

About the Opportunity

This is a business that combines the professionalism of a thriving wealth management practice with the warmth of a close-knit team. With a strong focus on growth and expansion, the company is seeking a dynamic Practice Manager to join their team and help implement their vision.

The Role and Responsibilities

As Practice Manager, you will be responsible for managing day-to-day operations, overseeing the growth of the directly authorised entity, and working closely with the business owner to drive the firm's vision forward. This is a hands-on leadership role that requires a high level of strategic thinking and operational expertise.

Key Responsibilities:
  • Implement strategic plans to drive business growth and expansion.
  • Manage a team of staff, including advisors, paraplanners, and administrative personnel.
  • Conduct regular 1:1 meetings and provide coaching and feedback.
  • Ensure smooth day-to-day operations and efficient process management.
Salary and Benefits

We offer a competitive salary in excess of £60,000 per annum, plus benefits including health insurance, pension scheme, and opportunities for professional development.


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