Title: Practice Manager (Cramlington)
Location: Cramlington, Northumberland, North East, NE23 1DT, UK
Company: TEAM
If you enjoy bringing structure, pace and high standards to a busy financial services environment, this Practice Manager opportunity offers the chance to take real ownership of operations within a growing and professional business. Youll play a key role in keeping client delivery smooth, compliant and efficient while supporting advisers and administration teams across the full client journey.
Whats in it for you - Salary of £35,000 - £43,000 depending on experience
- Opportunity to join a well-established wealth management environment
- Varied operational role with genuine responsibility and autonomy
- Collaborative and professional team culture
- Exposure to investments, pensions and financial planning processes
- Long-term career stability within a growing sector
Your responsibilities as Practice Manager - Oversee daily operational activity and support workflow management across the office
- Maintain compliance standards and ensure accurate record keeping throughout the client journey
- Coordinate advisers, administrators and external providers to progress cases efficiently
- Monitor workloads, priorities and service delivery standards across the team
- Carry out quality checks on documentation and operational processes
- Support the smooth handling of enquiries, follow-ups and client communications
What were looking for in a Practice Manager - Previous experience working within financial services operations or administration
- Strong understanding of investments, pensions or financial planning processes
- Knowledge of compliance and regulatory requirements within the sector
- Experience managing workflows, documentation and client case progression
- Strong organisational skills with the ability to handle multiple priorities accurately
Working hours Full-time hours, Monday to Friday, with flexibility around earlier/later starts and finishes. This is an office-based role, with potential to work from home 1 day per week (following probation).
If youre looking for a Practice Manager opportunity where you can make a visible impact within a professional financial services environment, apply today.
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