Practice Manager

📍 Lincoln | Full-Time | Office-Based | Wealth Management

We’re looking for an exceptional Practice Manager to join a well-established Wealth Management team and play a pivotal role in its ongoing success. Reporting directly to the Managing Director, this is a senior operational role for a confident leader who thrives on creating structure, improving performance, and acting as a trusted right-hand to senior leadership.

You’ll take ownership of people, processes, and systems — driving operational excellence, regulatory compliance, and continuous improvement while ensuring an outstanding client experience.

What You’ll Do

• Oversee the day-to-day running of the practice, including people management, operations, compliance, marketing, and client servicing

• Act as a strategic advisor and sounding board to the Managing Director

• Provide high-level technical and administrative support to advisers

• Serve as an escalation point for complex client and operational queries

• Manage workflow, holiday scheduling, and team performance

• Ensure all client documentation is complete, compliant, and up to date

• Oversee financial promotions, including website content

• Track advice activity and management information through the CRM

• Deliver training and technical support to new and junior team members

• Drive continuous improvement across systems, processes, and technology

What We’re Looking For

• Proven experience in a Practice Manager or senior administration role

• Background in wealth management, financial services, or mortgage services

• Strong leadership and people management capability

• Excellent organisational skills with a proactive, self-starter mindset

• Confident communicator able to build trust quickly with clients and colleagues

• Strong understanding of workflow management, systems, and regulatory requirements

• Experience using CRM systems (e.g. Salesforce)

• DIP PFS preferred (full exam support available)

• Professional, discreet, and confident in all interactions

The Kind of Person Who’ll Thrive

• Strategic thinker who challenges the status quo and improves how things are done

• Strong sense of ownership and accountability

• Inclusive leader who supports collaboration and development

• Resilient, adaptable, and calm under pressure

• Client-focused, relationship-driven, and commercially aware

• Passionate about continuous improvement and professional growth

What’s on Offer

• Comprehensive training and ongoing development

• Full exam support for Chartered Insurance Institute (CII) qualifications

• 25 days holiday + bank holidays

• Flexible start and finish times

• Potential for 1 day per week working from home (post-probation)

• Workplace pension and life assurance

• Employee Assistance Programme (EAP)

• Employee benefits and retail discounts scheme

• Supportive, collaborative, and forward-thinking culture

• A genuinely influential role where your leadership will shape the future of the business

Apply Today

If you’re ready to step into a senior operational role where you can make a real impact and work closely with senior leadership, we’d love to hear from you.

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Eco Recruitment Group is an equal opportunity recruiter. We welcome candidates from all backgrounds.
⚠️ Please ensure you meet UK right-to-work requirements before applying.