Practice/Office Manager

A new and exciting opportunity has arisen to join our independent client-focused financial advice client who is expanding!

As Practice Manager you will ensure smooth running of the office, as well as leading and developing a high-performing team in a collaborative, professional and ambitious work environment.

• Based in Reigate


• £34,000 - £40,000 salary (DOE)


• Monday - Friday, 9am - 5pm (30 min lunch)


• 25 days holiday + bank holidays


• Pensions scheme


• Social events during the year

Job Description:

• Team Leadership: Manage and support a team of administrators and paraplanners


• Recruitment & Training: Hire, train, and mentor team members to excel in their roles


• Operational Oversight: Ensure smooth workflow, high efficiency, and quality service delivery


• Compliance & Governance: Maintain FCA compliance, conduct AML checks, and oversee regulatory changes


• Performance Management: Set KPIs, monitor caseloads, and ensure best practices are followed


• Paraplanning & Support: Assist with research, financial strategies, and client reporting

Person Specification:

• Previous experience in financial services is essential


• Experience in practice management, financial services operations or paraplanning


• Strong leadership, organisation and communication skills


• Ability to coach and motivate teams for high performance


• Knowledge of financial products, compliance and client service best practices

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.