Practice Manager (Financial Planning)

Practice Manager - Financial PlanningLocation: GlossopSalary: Up to GBP30,000 Bonus SchemeHours: Monday - Friday, 9 am - 5pmReference Number: 9871This role is being advertised by Recruit UKAre you a highly organised, people-focused professional looking for your next challenge? Recruit UK is proud to be working with a well-respected financial services firm who are expanding its team in Glossop. They are seeking a Practice Manager who can take ownership of daily operations and help deliver exceptional service to their clients.This is an exciting time to join a company that is growing rapidly and values a culture built on integrity, care, and collaboration. You''ll be joining a supportive, driven team who are passionate about making a positive difference-both to their clients and to each other.Financial Planning experience is desirable but is NOT required to apply, as long as you have the right transferable experience from your current sector.About the Opportunity:As Practice Manager, you will play a central role in the smooth running of the office. You''ll work closely with Independent Financial Advisers and a dedicated administration team, taking responsibility for office coordination, client experience, internal reporting, and supporting ongoing business development.You''ll be fully trained on internal systems and processes and mentored to understand the complete client journey-so you can be confident in delivering a high level of service from day one.Key Responsibilities:Manage daily office operations and ensure the office runs efficientlyHost and lead weekly office meetings, ensuring follow-ups are actionedOrganise client events and support local networking activitiesPrepare business reports for finance and key stakeholdersMentor and support team members, sharing knowledge and best practicesProcess new and existing business administrationLiaise with providers and internal departments as neededPrepare valuation reports, client meeting packs, and suitability lettersMaintain accurate client records in the back-office systemEnsure documentation is complete and compliantProvide timely follow-up after client meetingsWhat We''re Looking For:Strong verbal and written communication skillsConfident working with Microsoft Office and financial systemsHigh attention to detail and organisational abilityProactive approach to problem-solving and taking initiativeComfortable working in a close-knit, fast-paced team environmentProfessional telephone manner and a client-first attitudeAbility to manage time effectively and prioritise tasksPrevious experience in a financial services or office management role is desirableWhat''s on Offer:Starting salary of up to GBP30,000Bonus scheme of up to 15%Employee ownership and profit share schemeStructured training and mentorship to support your developmentA competitive salary and bonus schemePrivate health insurance, pension scheme, and Employee Assistance ProgrammeCareer progression opportunities within a growing and respected organisationA collaborative and inclusive working environmentAbout Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Practice Manager role in Glossop.Our commitment to youStart every journey with a conversation to find out about you in depth.Provide honest feedback on where you fit in the jobs market.Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we''ll tell you.Take a holistic mindfulness approach - career happiness is rarely just about the money.Cover the whole of the UK with a local touch through our regional teams.Never pester ..... full job details .....