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Practice Manager (Financial Planning)
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Practice Manager Opportunity in Gloucestershire
Fully independent and known for its client-focused approach, this boutique financial planning practice in Gloucestershire is looking for an experienced Practice Manager. The practice prides itself on the service it delivers, the relationships it builds, and the positive impact it has on its clients' lives.
About the Role
Reporting directly to the Directors, the Practice Manager will play a pivotal role in the business, combining business management, operational leadership, financial oversight, compliance, HR, and marketing. The role involves overseeing the day-to-day running of the practice, ensuring processes are efficient, regulatory requirements are met, and the business plan is delivered effectively. The successful candidate will also identify opportunities for improvement and help shape the next stage of the firm's growth.
Key Responsibilities
- Business Planning & Leadership: Work with the Directors to implement the business plan, monitor performance, and ensure priorities are delivered.
- Operational Management: Oversee the day-to-day running of the practice, developing effective processes, procedures, and service standards.
- Regulatory Compliance & Risk: Maintain oversight of the firm's regulatory obligations, governance, operational risk, and compliance framework.
- Financial Management: Oversee business finances, budgets, cash flow forecasts, management information, and financial reporting.
- Continuous Improvement: Identify opportunities to strengthen the business, improve workflows, and introduce initiatives that support sustainable growth.
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About You
- Organised, proactive, and commercially aware individual with experience in financial planning or financial services.
- Comfortable operating across multiple areas of a business.
- Strong analytical and organisational skills with the confidence to manage people, oversee processes, and work closely with senior stakeholders.
- Excellent attention to detail and the ability to balance competing priorities.
- Experience in supporting or managing a team.
- Strong financial and analytical skills, including experience with budgets, forecasting, and business performance reporting.
- Experience across business operations, process improvement, and general practice management.
- Excellent communication, planning, and organisational skills.
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What's on Offer?
- Basic salary of up to £60,000, depending on experience.
- Discretionary bonus.
- Company benefits.
- Hybrid working.
- The opportunity to join a highly regarded, fully independent financial planning practice.
- A supportive, collaborative working environment where individual contributions are recognised.
- A varied and influential role with genuine scope to shape the business and improve how it operates.
- The opportunity to work closely with the Directors and play a key role in the firm's continued organic growth.
The Opportunity to Make a Difference
This is more than a traditional Practice Manager position. It is an opportunity to become a vital part of a successful, independent financial planning business, taking ownership of its operations and helping create the foundations for its next phase of growth.
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