Practice Manager

Practice Manager – Lincoln City Centre (Free Parking) – Full-time Permanent – £35,000 – £45,000

An exciting opportunity for a Practice Manager has emerged within a reputable Wealth Management firm, and I am actively seeking senior administrators and practice managers with experience in wealth management or similar professional services fields for this role. The firm is based in the heart of Lincoln, has onsite, on-site parking and could consider flexible hours (start and finish times) for the right candidate.

About the client: Our client comprises a dedicated team of wealth management professionals, catering to a diverse range of local clients spanning high net worth individuals to SMEs and owner-managed businesses. With a focus on providing comprehensive business services and products, our client is currently seeking a Practice Manager to join their team, offering the chance to play a pivotal role in the company’s internal operations and client support.

About the role: This key role involves reporting directly to the Managing Director and overseeing a team of administrators responsible for delivering high-level technical and administrative support. The Practice Manager will play a crucial role in ensuring the smooth day-to-day functioning of the business, encompassing typical office management tasks alongside client engagement on product and service inquiries and company workflow management.

Key Duties:

• Address queries from clients and external parties
• Provide line management to administration staff, including training, holiday scheduling, and performance reviews
• Ensure client compliance requirements are met
• Manage complex applications efficiently
• Facilitate diary management and meeting coordination
• Undertake additional responsibilities to maintain operational efficiency

About you: This opportunity offers a rewarding environment within a thriving business poised for growth. Candidates with previous experience in wealth management or similarly regulated professional services sectors, particularly in senior administration or office management roles, are encouraged to apply. Key qualifications include strong communication skills, client-facing experience, and a proactive approach to ensuring operational efficiency.

Experience Required:

• Demonstrable senior administration experience within wealth management or business services environments
• Proficiency in workflow management
• Client-facing management expertise
• Excellent written and verbal communication skills
• Proactive mindset to drive efficiency

What’s in it for you: This role presents a unique opportunity to become a pivotal figure in the success of the entire business, fostering close collaboration with clients and colleagues alike. With a salary range of £35,000 – £45,000 depending on experience.

If you would like to hear more, apply now!