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Practice Manager, Swindon



Swindon, United Kingdom 

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€45,000.00 - €50,000.00

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Job Description:

Are you looking for a new and exciting opportunity in practice management? Would you like to play a key role in the running of an award-winning financial services practice?

We have an exciting opportunity for an experienced team leader and practice manager, who is passionate about people and processes.

We wish to hire someone to act as an integrator between the Directors and the rest of the team and to help drive our business.

Lexington strives to be the best in its class. This is why our Managing Director, Warren is a Fellow of the Chartered Institute for Securities and Investment, a past Certified Financial Planner of the Year, a panel judge for the financial planner of the year awards, and a committee member of a local CISI branch. Our hard work is often recognised, for example in 2019 Lexington won the prestigious David Norton Building Excellence Award

Our clients are individuals and business owners, either approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they’ve worked hard for. They appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on personalised service.

The role we are seeking to fill is extremely varied and rewarding. The focus is on leading the team, ensuring we have the best processes and procedures in place and ensuring all business activities are performed in a timely and efficient manner. The role is also responsible for other business functions including compliance, HR, IT and marketing.

If you are interested in helping us continue to excel at delivering an outstanding financial planning service to clients, we would be delighted to receive your application.

Essential Skills

* Experience of creating and implementing business processes and procedures with clients and operational efficiency in mind.
* Flexible in your approach and have the clients' best interests in the forefront of your mind at all times.
* An excellent team leader, who can inspire, coach and encourage the team
* An experienced project manager with excellent organisational skills and personal discipline.
* An excellent communicator.
* Ideally, you will have a good understanding of the financial services industry and regulatory requirements.

About Company

Based in Wiltshire, Lexington Wealth Management is an independently owned, family-run financial planning practice. We specialise in the provision of comprehensive financial advice and wealth management services to a select number of private clients.

We are a high profile and award winning company and our hard work is often recognised. For example in 2019 Lexington won the prestigious David Norton Building Excellence Award.

We are using a third party hiring platform to collect the applications from our advert for our role. Please do apply through the application process as we will be unable to process it properly if you contact us directly.
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Smart Recruit Online
Presley Way
Milton Keynes, United Kingdom
Phone: 08006341818
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