Practice Manager Jobs

Streets Chartered Accountants

Location:
United Kingdom, Lincoln

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

We’re looking for an exceptional Practice Manager to join our Wealth Management team and play a pivotal role in our success. You'll lead from the front to deliver organisational excellence. Tower House Wealth Management is a well-established consultancy at the heart of Lincoln, renowned for our collaborative culture and commitment to excellence. We are seeking a dynamic, organised, and forward-thinking Practice Manager to join our thriving team. This is a pivotal role, offering the opportunity to shape the future of our office by driving technological advancement, operational efficiency, and regulatory compliance. As our Practice Manager, you will work closely with the Managing Director, acting as a strategic advisor, sounding board, and operational powerhouse. You’ll bring clarity and cohesion across the business, keeping the team aligned, the office running smoothly, and our clients at the centre of everything we do. You will take full ownership of people, processes, and systems—championing best practice and driving operational excellence. Your leadership will directly influence our culture and performance, enabling our advisers and support staff to deliver an outstanding client experience every day.

Job Responsibility:

Oversee the day-to-day running of the practice, including people management, business processing, regulatory compliance, marketing, and client servicing
Provide high-level technical and administrative support to advisers and the Managing Director
Act as the escalation point for complex client queries, liaising with advisers, clients, and third parties
Ensure consistent and efficient performance from the team through effective management and process improvement
Deliver technical support and training to new and junior staff
Manage workflow, holiday bookings, and ensure all client documentation is complete and compliant
Oversee financial promotions, including updates to the company website
Track ongoing advice meetings and management information through the CRM
Drive continuous improvement in systems and processes to enhance efficiency and client service

Requirements:

Proven experience in a similar role within wealth management, financial services, or mortgage services
Senior administration experience, ideally with team leadership responsibilities
Strong organisational skills and a self-starter mentality
Excellent communication and interpersonal skills, with the ability to build rapport swiftly and act as a trusted advisor
Experience managing workflow, systems, and procedures, with a keen eye for regulatory requirements
Knowledge of client management systems such as Salesforce
DIP PFS qualification preferred
Professional, discreet, and confident in all interactions

What we offer:

Comprehensive training package and ongoing learning opportunities to support your career development
Full exam support for Chartered Insurance Institute (CII) qualifications
25 days’ annual leave plus bank holidays
Following probation, this role could be 1 day per week working from home
Flexibility around start and finish times
Workplace pension scheme
Life assurance
Access to an Employee Assistance Programme (EAP)
Employee benefits scheme offering discounts from hundreds of retailers
Work in a vibrant, forward-thinking environment where your ideas are valued
Join a team that prides itself on collaboration, knowledge-sharing, and supporting each other’s growth
Play a key role in shaping the future of the business

Additional Information:

Job Posted:
December 12, 2025

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Practice Manager