Practice Manager

2 months ago


Liverpool, United Kingdom Bond Rec Full time

Our client, a well-established and very well respected Chartered Financial Planning firm in Merseyside is currently recruiting a Practice Manager to join their busy growing team.


Key Contributions and Outputs:

  • Providing operational advice and support on business areas, where appropriate, to the Business Executive(s) to ensure high levels of quality are achieved throughout the business
  • Managing a legally compliant HR system in line with current regulations
  • Ensuring adequate resources are in place to meet business aims and objectives
  • Managing training and development to ensure the potential of individuals is achieved
  • Promoting the profile of the business within the profession and wider communities, including managing marketing activities
  • Managing the performance and development process to ensure consistency across the business
  • Overseeing the provision of finance administration to support business needs
  • Overseeing the provision of IT administration to support business needs
  • Leading and supporting business projects to improve current practices
  • Overseeing facilities throughout the business
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Managing the communication of all weekly Management Information to the Business Executive(s)
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Continuous professional development to meet regulatory requirements and personal development needs.


The role holder has primary responsibility for:

  • Overseeing the delivery of general office administration
  • Overseeing the delivery of all aspects of business administration
  • Overseeing the provision of designated marketing activities
  • Overseeing the provision of HR Management and Practice
  • Overseeing Continual Improvement policies and procedures
  • Overseeing training, performance and development of individuals
  • Overseeing the provision of finance administration to support business needs


  • The role holder will also oversee and manage the delivery of:Designated projects as required by the Business Executive(s)
  • IT hardware and software systems meeting the needs of the business
  • Financial reporting to both the Business Executive(s) and designated regulatory bodies
  • Compliance to current Fire Safety Law
  • Compliance to current Health & Safety legislation


The role holder will also:

  • Assist the Business Executive(s) with queries, complaints and general customer care activities, when required
  • Manage and oversee annual business reviews of services and products
  • Provide the Business Executive(s) with regular feedback on team performance and development


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