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Company New Appointments Group Ltd
in Westerham
03.05.2025 Updated on: 05.05.2025
Are you a highly organised and experienced Practice Manager with a strong background in financial services or an IFA practice?Based in Westerham and a hybrid role, you will take the lead in managing the day to day operations of a busy practice, overseeing people management, business processes, regulatory compliance, and client servicing. Supporting the Partner, you will also play a key role in the business development of the practice. Key Responsibilities:Oversee and manage the submissions of client applications and projectsSupport the team to develop client relationships, referrals, service existing clients and assist in building new relationships (incorporating client entertainment events) to provide a first class client servicing strategy and business growthDevelop and manage effective ...
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