Practice Manager IFA

Practice Manager IFA

Practice Manager IFA

Bwd Search & Selection

Reed

Leeds, West Yorkshire

4 hours ago

No application

About

BWD have partnered with a small but expanding financial planning and investment management business in their search for a key hire to the business.This opportunity offers great variety in a role that will have the opportunity to continue to grow in line with the business’s organic growth plans over the coming years.The business is seeking a practice manager / senior support member to work closely with the firms financial planning and investment managers, a key hire who will help the business run smooth and efficiently for both their staff and clients.The role will involve:Oversight of the office in operational processesSupporting the business owner with client work and the booking of client meetings and general running of a small officeRegular client contact / relationship managementProviding support to advisers both pre and post client meetingAttending both internal and external meetings where requiredActing as the face and advocate of a business who put clients firstThe opportunity may well suit a senior sales support professional from a financial services background or an existing practice manager / support manager with hands on experience.As an understanding employer, our client is open to the offering of some flexible working to suit with the understanding some office presence will be required to ensure the business runs smoothly.A negotiable salary of c£32k to £40k is available (depending on experience) and great scope for career progression.The role would suit applications from ambitious individuals with financial services background who would like to work as part of a small and friendly team