Practice Manager - Grantham, Lincolnshire - Grantham

Basic from £30,000 + bonus - SUPPORT
Ref: 168 Date Posted: Saturday 27 Jun 2020
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Salary of a Practice Manager
Basic from £30,000 + bonus 

  • Hours 9 am - 5.30 pm Monday – Friday
  • Holiday standard 20 days but negotiable
  • Pension
  • Bonus 

The role of a Practice Manager:
You will be responsible for running a wealth management/financial planning practice. Looking after 10 advisors, approx 1000 clients with £129 million funds under management. It's a hybrid role with mixed responsibilities and will include data management and general administration functions within the business. 


Skills & experience of a Practise Manager:
Ideally, you will have experience working in a similar business i.e financial planning, wealth management, or mortgage administration. You must be extremely organized and have a thorough understanding of data, CRM systems, and strong IT skills.  Our client is looking for an individual who has demonstrated loyalty within their previous positions and is now looking for a long term position.

The Company:

Based in Grantham, Lincolnshire. An established firm of financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and tax planning.