Job Description
Blue Heron is a forward-thinking financial advisory firm that offers a comprehensive range of service to both individuals and corporate clients. We specialise in providing tailored financial strategies that help clients achieve their financial goals, whether that s wealth management, retirement planning, investment strategies or estate planning.
At Blue Heron, you will be a part of a small but extremely successful team. Our culture is one of care, collaboration, and mutual support. We value every team member and are committed to your professional growth. We offer development opportunities that allow you to expand your skillset and advance your career within the financial services sector.
About the Role
As the Practice Manager, you will oversee the day-to-day operations of the firm, playing a crucial role in supporting both paraplanners and financial advisors. You will be integral to ensuring the smooth and efficient running of the business, from managing internal processes to enhancing the client experience. Your expertise will be key in delivering the high level of service our firm is known for.
As the Practice Manager, you will play a pivotal role in ensuring the smooth operations of the business.
The benefits
- Salary up to £45,000 (dependent on experience)
- Bonus opportunities
- Pension Scheme
- Support with professional development
- 22 days holiday, plus bank holidays
- Hybrid working.
Your responsibilities as Practice Manager will include:
- Day to day management of the team, which includes a paraplanner and two administrators.
- Providing operational and administrative support to the Practice Principal.
- Overseeing and coordinating recruitment efforts to support a team of financial advisors.
- Managing and nurturing internal and external relationships.
- Organising and streamlining office operations for maximum efficiency.
- Supporting the planning and execution of company events.
What will you need to succeed as Practice Manager?
- Experience in Paraplanning.
- Diploma in Financial Planning.
- A strong understanding of financial services, including the advice process and regulatory requirements.
- Knowledge of business and management principles.
- Expertise in administrative management practices and procedures.
If you re ready to take on a key leadership role and contribute to the success of a thriving financial firm, we d love to hear from you.
Blue Heron is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
