Practice Manager

8 hours ago

Nelson, New Zealand Tangram Full time

Company benefits: Competitive Salary + Great Growth Opportunities Description About the Role: As the Practice Manager, you will be responsible for managing the day-to-day operations of the firm, ensuring that the business runs efficiently, and that the team can provide exceptional service to clients.
You will oversee administrative functions, advisor allocations, compliance, and client relations, while supporting the financial advisors in achieving their goals.
This is a role that requires a proactive, solution-oriented mindset and the ability to juggle multiple responsibilities in a fast-paced environment.
Key Responsibilities: Ensure excellent service delivery and act as a liaison between clients and advisors.
Ensure compliance with relevant regulations, industry standards, and internal policies.
Coordinate and schedule the team to ensure the practice is adequately staffed and that resources are allocated efficiently.
Invoicing and some general finance administration.
Oversee general HR functions such as record maintenance, compliance, and office health safety.
Oversee day-to-day practice operations and administration, ensuring efficient processes and smooth workflow.
What You'll Need: Proven experience in practice or office management, preferably in financial services or similar industry.
Strong knowledge of industry regulations and compliance standards.
Excellent leadership, organizational, and communication skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency in office software and CRM systems.
What You'll Get: Flexibility on work hours.
Work in a supportive environment that values innovation and client service.
Professional development opportunities in Financial Services and qualifications.
Competitive salary based on experience.
Option for parking at or near the office.
This role will ideally have a March 2025 start, but screening and interviews may take place prior.
Applicants for this position should have open, permanent rights to work in New Zealand.
Apply now or email Caylee Cooke at for more information or a confidential conversation.
Please click Apply Now to apply for this role or to register your interest.
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