Practice Manager

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.

Your responsibilities 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.

The benefits

• Competitive salary
• Pension Scheme
• A collaborative and professional working environment in the heart of London
• Bonus opportunities
• Support with professional development.

What will you need to succeed?

• 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.