Job Description
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 queries
- Liaising with providers and internal teams to request and chase information
- Producing valuations and preparing client packs ahead of meetings
- Preparing suitability letters
- Analysing and actioning report outcomes
- Responding to written and telephone enquiries from clients and providers
- Maintaining accurate and compliant client records in the back-office system
- Ensuring all documentation is always present, correct, and filed properly
- Completing meeting follow-up work within agreed timescales
- Working within a compliance framework at all times
- Supporting Practice Managers with Adviser Pipeline conversations
- Running meetings in the absence of Practice Managers
- Providing timely, accurate reports for finance and key stakeholders
- Supporting 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 skills
- Strong Microsoft Word and Excel ability (plus confidence learning new systems)
- A sharp eye for detail and a high standard of accuracy
- Great organisation and the ability to prioritise effectively
- A responsible, proactive mindset - someone who takes ownership
- A friendly, confident telephone manner and great interpersonal skills
- The 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 events
- Group Life Insurance
- Private medical insurance with Vitality
- Group income protection
- Employee bonus scheme
- Enhanced annual leave
- Gifted days off for Christmas and your birthday
Interested in this Support Practice Manager role? Apply now with your updated CV.
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.
