Wealth Management Practice Lead

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...

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...

A prominent accounting firm in Lincoln is seeking a Practice Manager to oversee daily operations and support advisers. The ideal candidate has experience in wealth management and strong communication skills. You will play a key role in driving client satisfaction and operational efficiency, making a significant impact on the team's success. This full-time...

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...

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...

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...

**What is the opportunity?** We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Lincoln office. - RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements._ **What will you do?** -...

RESIDENTIAL CONVEYANCER – LINCOLN, LINCOLNSHIRE Location: Lincoln, Lincolnshire We are a leading “Top 200” law firm and provider of wealth management services based in Lincolnshire and across the Midlands. Established in 1856, we are one of the oldest law firms in the UK. Benefits Generous holiday entitlementsStaff discount on legal feesIncome...