Practice Manager

Reporting to:
Managing Director

Are you a natural leader who thrives on creating structure, elevating performance, and being a trusted right‑hand to senior leadership? We’re looking for an exceptional Practice Manager to join our Wealth Management team and play a pivotal role in our success.

Tower House Wealth Management is a well‑established consultancy at the heart of Lincoln, renowned for our collaborative culture and commitment to excellence. 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 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.

• Oversee 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 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.

• 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; we offer full exam support for the Chartered Insurance Institute.
• Professional, discreet and confident in all interactions.

• Ability to build and sustain lasting client relationships, earning trust through professional expertise, personal service and genuine care.
• Strategic mindset, continuously moving forward by challenging the norm and identifying smarter, more efficient ways to deliver value to clients.
• Strong sense of accountability, owning decisions and outcomes while setting high standards for self and team.
• Inclusive leadership style that fosters collaboration, encourages knowledge‑sharing and supports colleagues across teams and locations.
• Commitment to supporting growth, nurturing the development of junior team members and pursuing their own professional growth.
• Proactive approach to managing complex workloads, balancing priorities, anticipating challenges and delivering results under pressure.
• Excellent communication and influencing skills, able to translate financial insights into clear, actionable advice for clients and stakeholders.
• Resilient and adaptable under change, maintaining a positive outlook and guiding others through challenges.
• Client‑focused outlook, acting as a true partner and extension of the client’s team, invested in their success and long‑term goals.

• Comprehensive training package and ongoing learning opportunities to support your career development.
• Full exam support for Chartered Insurance Institute qualifications.

• 25 days’ annual leave plus bank holidays.
• After probation, the possibility of 1 day per week working from home and flexible start/final times.

• Workplace pension scheme.
• Life assurance.
• Employee Assistance Programme for confidential support.

• Employee benefits scheme offering discounts from hundreds of retailers.

• Work in a vibrant, forward‑thinking environment where ideas are valued.
• Join a team that prizes collaboration, knowledge‑sharing and mutual growth.

• Shape the future of the business through technological advancement, efficiency and compliance.
• Be a trusted advisor to the Managing Director and a leader within the team.

Our process includes an initial conversation with our Talent Team, followed by a meeting with the MD and a face‑to‑face interview at our Lincoln office. We aim to make the process convenient for you.