Practice Manager – Financial Services | Rosebank

SUMMARY:
Practice Manager – Financial Services | Rosebank

POSITION INFO:

About Our Client

We are exclusively recruiting on behalf of a leading, JSE-listed financial services group known for its collaborative culture, high standards of excellence, and commitment to innovation and workforce diversity.

They are seeking a high-caliber, dynamic Practice Manager to oversee, streamline, and modernize the daily operations of an established advisory practice based in Rosebank.

The Opportunity

As Practice Manager, you will serve as the operational backbone of the practice—driving operational efficiency, supporting executive governance (MANCO), and championing technology and workflow innovation (including AI-driven workflows).

Key Responsibilities:

• Executive & Governance Support: Coordinate Management Committee (MANCO) meetings, prepare comprehensive agenda packs, and take accurate minutes.

• Practice Workflow & Operations: Oversee day-to-day workflow between advisory, planning, and administrative teams to ensure seamless client delivery.

• Tech & Process Innovation: Modernize operational processes, integrate tech enhancements (including AI tools/Copilot), and optimize internal systems.

• Client & Employer Service: Coordinate onboarding packs, review administrative reports, draft SLA documentation, and maintain FICA compliance standards.

• Marketing & Stakeholder Liaison: Manage practice communications, presentations for corporate clients, and coordinate client-facing events and functions.

• Practice Metrics: Track new business submissions, maintain operational KPIs, and assist with general office and facilities administration.

What We Are Looking For:

• Education: Relevant Bachelor’s Degree in Financial Services, Commerce, or Business Administration.

• Experience: 6+ years of operational/practice management experience within the Financial Services sector (Employee Benefits / Wealth Planning background strongly preferred).

• Tech Savvy: Strong proficiency across Microsoft 365 (Teams, SharePoint, PowerPoint, Excel) and exposure to modern productivity tools (e.g., MS Copilot).

• Skills: Exceptional organizational capability, meticulous attention to detail, strong business writing/presentation skills, and a high level of resilience.