CMI Senior Officer (AML)
We have an exciting opportunity for an experienced Anti-Money Laundering (AML) professional to join the Client & Matter Inception (CMI) func…
Senior Office Manager / Practice Manager
Wealth Management | Leeds Salary: £45,000 - £55,000 DOE + benefits, hybrid
Robert Half Accountancy and Finance have partnered with a Leeds based wealth management firm in the appointment of a Senior Office Manager/ Practice Manager. The successful candidate with have full responsibility for the efficient day to day running of a growing business, overseeing office operations and support functions within a regulated financial services environment.
The role sits just below senior management and acts as the central operational lead for the office, supporting advisers, client services and partners.
Key Responsibilities
Full responsibility for the day to day management of the Leeds office
Lead and manage office administration and client support teams
Ensure the office operates to a high professional standard aligned with FCA regulated requirements
Own office processes, controls, workflows and internal procedures
Act as the main point of contact for office operations, suppliers and facilities
Support on boarding of new staff and advisers (office, systems, processes)
Work closely with compliance on operational adherence
Manage office budgets, contracts and cost control
Provide operational insight and support to Partners and senior leadership
Drive continuous improvement across office efficiency and structure
About You
Proven experience as a Senior Office Manager / Practice Manager / Office & Operations Manager
Background in wealth management, IFA, financial services or professional services
Comfortable operating in a regulated environment
Strong people manager with confidence supporting senior stakeholders
Highly organised, commercially aware and process driven
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We have an exciting opportunity for an experienced Anti-Money Laundering (AML) professional to join the Client & Matter Inception (CMI) func…