Strategic Practice Manager, Wealth

A leading financial advisory firm located in Lincoln seeks a Managing Director & Chartered Financial Planner. This full-time on-site role involves overseeing office operations, managing client relationships, and supporting the advisory team to ensure service delivery. The ideal candidate will have strong organizational skills, proven leadership experience,...

Managing Director & Chartered Financial Planner at Tower House Wealth Management Ltd Company Description Tower House Wealth Management Limited is a Senior Partner Practice of St. James’s Place Wealth Management, one of the UK’s leading wealth management organizations. We specialize in providing tailored financial planning solutions to high-net-worth...

Company DescriptionTower House Wealth Management Limited is a Senior Partner Practice of St. James's Place Wealth Management, one of the UK's leading wealth management organizations. We specialize in providing tailored financial planning solutions to high-net-worth individuals, family businesses, corporate entities, and professionals, helping them achieve...

A consultancy firm in Lincoln is seeking a Practice Manager to drive operational efficiency and regulatory compliance within their Wealth Management team. You will be responsible for overseeing daily operations, providing support to senior leadership, and ensuring optimal client servicing. Ideal candidates should have experience in financial services, strong...

A leading wealth management consultancy in Lincoln is seeking an experienced Practice Manager to lead office operations and enhance team performance. You will be responsible for overseeing daily practices, ensuring regulatory compliance, and supporting senior leadership. Strong leadership, organizational, and communication skills are vital. This role comes...

Reporting to: Managing Director Are you a natural leader who thrives on creating structure, elevating performance, and being a trusted right‑hand to senior leadership? We’re looking for an exceptional Practice Manager to join our Wealth Management team and play a pivotal role in our success. Tower House Wealth Management is a well‑established...

Practice Manager Lincoln, Office based Reporting to: Managing Director Are you a natural leader who thrives on creating structure, elevating performance, and being the trusted right-hand to senior leadership? We’re looking for an exceptional Practice Manager to join our Wealth Management team and play a pivotal role in our success. Tower House Wealth...

Lincoln, Office basedReporting to: Managing DirectorAre you a natural leader who thrives on creating structure, elevating performance, and being the trusted right-hand to senior leadership? We're looking for an exceptional Practice Manager to join our Wealth Management team and play a pivotal role in our success.Tower House Wealth Management is a...

Join to apply for the Practice Manager role at Formerly Streets Whittles - now Streets. About The Role As our Practice Manager, you will work closely with the Managing Director, acting as a strategic advisor, sounding board, and operational powerhouse. You’ll bring clarity and cohesion across the business, keeping the team aligned, the office running...

Job DescriptionWhat is the opportunity?We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Lincoln office.The successful candidate will play an integral role in the day-to-day ongoing administration of client's accounts. This is a busy and varied role and no two days will be the same. You will be providing the...