Support Practice Manager (Finance)

Support Practice Manager (Finance)

Location: Sale

Salary: starting from £25,000

Hours: Monday – Friday 9am – 5pm (35 hours a week)

We’re looking for a professional, organised, people-first Support Practice Manager to join our client’s busy administration team in Sale, with additional support at their Glossop office.

If you love keeping things running smoothly, take pride in detail, and enjoy being the calm, capable person everyone relies on, this could be your next move.

This is a hands-on administration role working closely with our Independent Financial Advisers and Practice Managers, with some client-facing responsibility too.

You’ll help deliver an outstanding client experience from the very first interaction, supporting the full client journey, managing essential admin tasks, and helping ensure our offices operate efficiently in a fast-paced, entrepreneurial environment.

You’ll be fully trained and mentored to build confidence in our systems, processes and proposition range.

You’ll play a key role in supporting the team with duties that include but are not limited to

Processing administration for new and existing business, plus servicing queriesLiaising with providers and internal teams to request and chase informationProducing valuations and preparing client packs ahead of meetingsPreparing suitability lettersAnalysing and actioning report outcomesResponding to written and telephone enquiries from clients and providersMaintaining accurate and compliant client records in the back-office systemEnsuring all documentation is always present, correct, and filed properlyCompleting meeting follow-up work within agreed timescalesWorking within a compliance framework at all timesSupporting Practice Managers with Adviser Pipeline conversationsRunning meetings in the absence of Practice ManagersProviding timely, accurate reports for finance and key stakeholdersSupporting networking activity and organising client events

About you

You’ll be someone who brings confidence, structure and professionalism and enjoys being part of a small, high-performing team.

You’ll need:

Office administration experience (essential)Excellent written and verbal communication skillsStrong Microsoft Word and Excel ability (plus confidence learning new systems)A sharp eye for detail and a high standard of accuracyGreat organisation and the ability to prioritise effectivelyA responsible, proactive mindset — someone who takes ownershipA friendly, confident telephone manner and great interpersonal skillsThe ability to adapt and self-manage in a busy office environment

In return for your hard work and dedication you will receive a competitive salary and work alongside a supportive team, have real development opportunities, you’ll also benefit from:

Company social eventsGroup Life InsurancePrivate medical insurance with VitalityGroup income protectionEmployee bonus schemeEnhanced annual leaveGifted days off for Christmas and your birthday

Interested in this Support Practice Manager role? Apply now with your updated CV.

 

 

 

INDHS 

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.