Job Description

Are you an experienced Paraplanner looking to take the next step in your career? Are you interested in stepping into a management role, working to support the growth of a growing close knit business?

If so, this Practice Manager role could be for you...

About the Role

As the

Practice Manager

, you will oversee the day-to-day operations of the firm, playing a crucial role in supporting both paraplanners and financial advisors. You will be integral to ensuring the smooth and efficient running of the business, from managing internal processes to enhancing the client experience. Your expertise will be key in delivering the high level of service our firm is known for.

As the

Practice Manager

, you will play a pivotal role in ensuring the smooth operations of the business.

Your responsibilities will include:

Day to day management of the team, which includes a paraplanner and two administrators. Providing operational and administrative support to the Practice Principal. Overseeing and coordinating recruitment efforts to support a team of financial advisors. Managing and nurturing internal and external relationships. Organising and streamlining office operations for maximum efficiency. Supporting the planning and execution of company events.

The benefits

Competitive salary Pension Scheme A collaborative and professional working environment in the heart of London. Bonus opportunities Support with professional development.

What will you need to succeed?

Experience in Paraplanning. Diploma in Financial Planning. A strong understanding of financial services, including the advice process and regulatory requirements. Knowledge of business and management principles. Expertise in administrative management practices and procedures.
If you're ready to take on a key leadership role and contribute to the success of a thriving financial firm, we'd love to hear from you.

Blue Heron Financial Services is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over 22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Job Types: Full-time, Permanent

Pay: 30,000.00-45,000.00 per year

Benefits:

Cycle to work scheme
Schedule:

Monday to Friday
Work Location: Hybrid remote in London EC4N