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Financial Services



Type of Position: Practice Manager/ Personal Assistant
Pay: £40-42k

Practice Manager/ Personal Assistant

Our client is looking a talented individual to join their thriving London office.


Practice Management tasks:

  • Ensuring Compliance throughout the Practice is efficiently monitored and up to date including regularly updating the Record of Processing document
  • Monitoring the Workflow on i-business each week and ensuring items are completed or followed up as appropriate by the relevant PSS / adviser
  • Preparing meeting agendas for the weekly and monthly team meetings
  • Monitoring and regular updating of the Super Tracker
  • Updating the Practice Manual, when required
  • Liaison with the other PSS and paraplanners as appropriate to gather weekly stats and key updates on cases
  • Monitor tasks and workloads of other PSS
  • Assisting with the training and onboarding of new starters
  • Co-ordinating / assist with any ad hoc projects such as BSPs etc
  • Monitoring the business pipeline and ensuring new business is issued promptly – liaise each week with PSS / advisers to ensure that Head Office calls are done and all outstanding documents are submitted correctly and in a timely manner 
  • Liaising with the Director and ensuring that IAF / any adviser fee splits are correct
  • Assisting with the practice’s ad hoc HR requirements including paperwork for new starters, DBS checks etc
  • Assisting with the CPD monitoring for advisers, when required
  • Any other duties within your scope of work in order to meet the needs of the business


PA to Company Director tasks:

  • Diary management – scheduling of meetings, sending out appointment confirmations, travel arrangements etc
  • Inbox management – monitoring, reviewing and picking up emails on the Director’s behalf (where appropriate) and responding in a timely and professional manner
  • Being the ‘first port of call’ for all client queries
  • Effective management of client data on the CRM 
  • Managing fund switches and client withdrawal requests; liaising with the Admin centres as necessary
  • Preparing meeting packs for client meetings: checking information held for the client, ascertaining whether any forms / docs are required for the meeting, as well as preparing graphs etc through FE Analytics
  • Preparing all formal correspondence and/or documents as required by the Director
  • Logging client / key calls on Salesforce and taking detailed notes as appropriate 
  • Use of Salesforce to monitor tasks, note client actions and update client status


Attributes and Skills Required:

  • Strong organisation skills with a proactive attitude
  • Time efficient with a methodical approach to prioritising and/or delegating tasks
  • Ability to prioritise own workload effectively and be self-motivated
  • Excellent attention to detail
  • The ability to multitask effectively and think ‘outside the box’
  • Able to use own initiative coupled with a ‘can do’ approach to problem solving
  • Good knowledge of Salesforce
  • Accurate typing with excellent English and grammar skills
  • Smart and well presented, with a professional telephone manner
  • IT proficient in Microsoft Outlook, Word and Excel
  • Discretion, confidentiality and empathy towards staff when dealing with sensitive or personal matters
  • Adaptable, flexible and an enthusiastic attitude to personal development

If you are interested in this position, please email your CV to 

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