Remote Part Time jobs in Manchester

Role Overview

Values driven financial planning business looking to recruit an experienced Practice Manager, Operations and Client Services Coordinator to take ownership of the day to day running of the business.

This is a senior, hands-on role supporting the adviser across operations, client coordination, compliance administration and internal processes. You will act as the central point of organisation for the business, ensuring clients receive a seamless, professional experience while enabling the adviser to focus on advice and growth.This role is suited to someone with previous experience in financial services who is confident working independently, proactive by nature and comfortable taking responsibility from day one.

Key Responsibilities

Operations and Practice Management:

Take ownership of the day to day running of the business

Create, improve and maintain systems and processes to support growth

Coordinate and maintain live spreadsheets tracking cases, tasks and business activity

Manage the adviser’s diary and prioritise tasks effectively

Maintain accurate and complete audit trails via spreadsheets and systems

Liaise with compliance and network on issues, rectifications and general support

Monitor Business Scores and compliance metrics Keep client files organised and up to date on OneDrive

Liaise with product providers and platforms as required

Client Services and Communication

Act as a confident and professional point of contact for clients by phone and email

Send client communications including welcome packs and birthday cards

Keep clients informed throughout the advice and implementation process

Support client onboarding to new systems and platforms

Track annual reviews and manage review scheduling Advice Process Support

Pre-qualify new leads and arrange initial meetings

Send risk questionnaires via the client portal

Issue fee agreements via portal, DocuSign or post Process post meeting notes and fully input fact finds onto the back-office system

Ensure adviser handover notes are actioned prior to paraplanner handover

Prepare, issue and chase Letters of Authority with clients and providers

Vet returned information and follow up where further detail is required

Upload all documentation to the back-office system and client files

Prepare cases for paraplanner handover and preapproval

Liaise closely with the paraplanner on case progress and turnaround

Prepare sign up presentations and pre sales documentation

Process post sales paperwork and platform setup

Ensure funds arrive on platform and fees are correctly paid Issue and chase invoices as required

Marketing and Business Support

Assist with marketing activity and preparation of marketing materials

Support preparation of presentations and client facing documents

Systems Used Microsoft Word, Excel, Outlook, Teams and OneDrive FE Analytics Client platforms such as Aviva and Royal London DocuSign

About You

You will be:

Highly organised and detail focused Proactive and comfortable taking ownership

Confident communicating with clients, providers and professional contacts

Experienced within financial services administration or practice management

Comfortable working independently and prioritising competing demands

Solutions focused with a strong sense of accountability

Whats on offer

A trusted and values led working environment

A varied and responsible role with real influence

Flexibility around part time working

The opportunity to grow with the business as it develops. Initially 3 days a week with potential to increase if desired as business expands.

Job Type: Permanent

Pay: Up to £32,000.00 per year

Experience:

• IFA Administration : 2 years (preferred)

Work Location: Remote