Practice Manager

• Reigate, Surrey
• £36-38k
• Office Based
• Monday to Friday

Our wonderful financial services client in Reigate is growing!  Join an organisation at a very exciting point as they grow and develop. They are looking for a Practice/Office Manager to lead the team, oversee workloads and allocation as well as oversee the smooth running of the office. This is an office-based role, working as part of a friendly and collaborative business.

Why Join them?

✔ Independent, client-focused business

✔ Lead and develop a high-performing team

✔ Collaborative, professional, and ambitious work environment

Key Responsibilities:

🔹 Team Leadership: Manage and support a team of administrators and paraplanners

🔹 Recruitment & Training: Hire, train, and mentor team members to excel in their roles

🔹 Operational Oversight: Ensure smooth workflow, high efficiency, and quality service delivery

🔹 Compliance & Governance: Maintain FCA compliance, conduct AML checks, and oversee regulatory

changes

🔹 Performance Management: Set KPIs, monitor caseloads, and ensure best practices are followed

🔹 Paraplanning & Support: Assist with research, financial strategies, and client reporting

🔹 Overseeing the smooth running of the office

Skills & Attributes:

✅     Experience in practice management, financial services operations, or paraplanning

✅ Strong leadership, organisation, and communication skills

✅ Ability to coach and motivate teams for high performance

✅ Knowledge of financial products, compliance, and client service best practices

✅ Experience with platforms such as Intelliflo Transact (desirable but not essential)