Financial Services Practice Manager

JOB TITLE: Financial Services Practice Manager

LOCATION: Wellington, Somerset 4 days per week, plus 1 day per week in their Devon office. Easily commutable from Taunton or Exeter.

SALARY: £35,000 - £45,000 PA DOE

HOURS: 8.45AM - 5.15PM Monday to Friday, permanent

BENEFITS: Friendly and highly welcoming team, impressive local reputation - this really is a company you would be proud to work for, luxurious office with convenient location, attractive starting salary and pension scheme, generous annual holiday allowance of 25 days + Bank Holidays, fully expensed Summer and Christmas employee parties.

THE COMPANY: Highly established, successful and renowned corporate Financial Services company based in Wellington, Somerset.

THE ROLE: You will be an active member of the firm's leadership team, therefore you will need to be a highly motivated, people orientated individual with experience of driving organisational success in a professional services environment. You will be expected to run the day to day operations of the business as it continues to expand through a blend of organic growth and the acquisition of other Financial Planning firms. Key responsibilities will include:

  • Contributing to building a strong culture within the firm and a strong team environment.

  • Providing a meaningful input to management meetings, including strategy, development and implementation.

  • Working effectively with senior leaders within the business (e.g. compliance / finance / HR).

  • Managing and overseeing relationships with 3rd party suppliers.

  • Creating internal service standards, and effective business processes and procedures.

  • Reviewing business processes, procedures, and internal service standards on an ongoing basis in relation to client satisfaction, profitability, and efficiency.

  • Overseeing the delivery of all general office and business administration, ensuring all legislative and business requirements are met.

  • Ensuring data security, IT, and disaster recovery policies are in place and working.

  • Managing teams across all sites and their workload to achieve set business goals.

  • Inputting on organisation structure, roles and responsibilities on an ongoing basis and make recommendations to the Directors.

  • Dealing with day to day IT queries - to include maintenance and development of company websites.

  • Oversight of the management of the facilities of the office/s occupied by the business.

  • Managing Marketing projects within the firms, to include the Firm's social media presence, website and local sponsorship arrangements.

  • Line managing the administration team for the business, and recruiting new joiners as required.

  • Providing administration cover for holiday and sickness and as workload requires.

  • Providing administrative support on all areas of Human Resource Management.

  • Working with the HR Manager to follow current HR policies and procedures.

  • Taking day to day responsibility for Health and Safety Management within the business by reviewing the firms Health and Safety policy, conducting risk assessment on an annual basis and staying abreast of current legislation.

  • Managing and subsequently developing the firms Quarterly Reporting process and other bulk communications to clients.


  • Ability to deliver effective and positive communication across all levels with strong interpersonal skills.

  • Extensive management experience in a professional industry, ideally within an IFA firm.

  • Experience of selection and implementation of new systems and working practices on time and on budget.

  • Experience in change management or project management within a regulated environment.

  • Upholds and demonstrates leadership values.

  • Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions.

  • A positive, empathetic and proactive approach to work and a desire to help and support the wider team.

  • Calm and considered outlook in approach to problem solving.

  • A commercial awareness, with an appreciation of the impact of strong administration on the profitability and risk mitigation of the business.

HOW TO APPLY: If this position has caught your attention and you would like to apply then please do so online or email your CV to If you'd prefer to speak on the phone before applying, then we really do welcome you to call for a chat on 01823 285 440.

We look forward to hearing from you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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To speak to a recruitment expert please contact Catherine Knight