IFA Practice Manager - Remote Role (Occasional Visits to Bromley Offices)

Are you an experienced Practice Manager seeking a fulfilling opportunity that offers career growth and a healthy work-life balance? This is an excellent chance to join a dynamic, ethically driven Independent Financial Advisory (IFA) firm that places a strong emphasis on personal growth and professional development.

My client is currently looking for a dedicated and skilled Practice Manager to join their team. This role combines essential administrative responsibilities with the benefits of working within a supportive, family-oriented environment.

What You'll Be Doing:

As the Practice Manager, you will:

• Oversee workflows using financial CRM systems such as Intelligent Office.
• Communicate effectively with clients and providers to foster strong professional relationships.
• Coordinate client meetings and ensure a seamless experience for clients.
• Review and prepare compliance packs and client documentation.
• Identify opportunities to improve internal processes and enhance operational efficiency.
• Provide personal assistant support, including organising internal meetings and supporting daily business operations.

What We’re Looking For:

The ideal candidate will have:

• Proficiency in financial systems such as Intelligent Office (or similar).
• Strong organisational, time management, and communication skills.
• A flexible, adaptable mindset with a focus on work-life balance.
• High ethical standards and attention to detail.
• The desire to contribute to a collaborative and inclusive team environment while growing professionally.

What’s in it for You:

• Competitive salary up to £38,000 depending on experience.
• 25 days of annual leave, plus the flexibility to work around your personal commitments.
• Primarily remote working, with occasional visits to the Bromley office.
• Opportunity to work with an established firm with ambitious growth targets.
• A supportive, family-oriented environment that values your professional development.

This is a fantastic opportunity for someone eager to take the next step in their career while contributing to the growth and success of a respected firm. If you’re looking to join a team that values your skills, offers career progression, and supports your work-life balance, then this Practice Manager role is for you.

To discuss this opportunity further, please send your CV to Laura at Financial Divisions