Wealth Management Practice Leader & Ops Champion

Streets LLP; Lincoln; Hybrid; GBP 45,000 - GBP 55,000; Full time

Job summary

A leading consultancy firm in Lincoln is on the lookout for a Practice Manager to oversee daily operations and ensure alignment among team members. The successful candidate will have proven experience in wealth management, exceptional organizational skills, and a self-starter mentality. This role offers competitive benefits including 25 days of annual leave, flexibility in working hours, and a comprehensive training package. The individual will serve as a trusted advisor to senior leadership and positively influence the company culture.

Benefits

25 days annual leave

Comprehensive training package

Employee benefits scheme

Qualifications

• Experience in a leadership role in financial services.
• Ability to build lasting client relationships.
• Proficient in managing processes and regulatory checks.

Responsibilities

• Oversee daily operations, including management and compliance.
• Support advisers and the Managing Director with technical tasks.
• Drive efficiency and client service improvements.

Skills

Proven experience in a similar role within wealth management

Strong organisational skills

Excellent communication and interpersonal skills

Experience managing workflow and systems

DIP PFS qualification preferred

Education

DIP PFS qualification or equivalent

Tools

Salesforce

Job description

A leading consultancy firm in Lincoln is on the lookout for a Practice Manager to oversee daily operations and ensure alignment among team members. The successful candidate will have proven experience in wealth management, exceptional organizational skills, and a self-starter mentality. This role offers competitive benefits including 25 days of annual leave, flexibility in working hours, and a comprehensive training package. The individual will serve as a trusted advisor to senior leadership and positively influence the company culture.