Practice Development Manager

Latest Job


Practice Development Manager

Location: London, England, United Kingdom

Salary: Competitive


Practice Development Manager | London (Hybrid)

Company Overview

We’re working with a distinguished financial services company, renowned for its comprehensive wealth management, investment advisory, and capital markets solutions. Their client-centric approach, backed by experienced advisors and thorough market research, ensures personalised and strategic investment advice for individual and institutional investors. Upholding ethical practices and transparency, the firm has earned a strong reputation, making it a trusted and reliable partner in the financial industry for clients seeking to grow and safeguard their wealth.

Role Overview

This is an exciting new role that will work closely with the Relationship Management (RM) Team which is responsible for the strategic and commercial relationship with UK branches. The individual will develop the strategy and deliver a programme of resources to promote and execute smooth succession planning and branch growth through mergers and acquisitions. Coaching and consultancy will be a core part of this role, helping Branch Principals prepare their businesses for an acquisition to support their growth or equally, to prepare their businesses for succession planning or sale.

What you’ll be doing

  • Develop the strategy and deliver a programme of resources to promote and execute smooth succession planning and branch growth through acquisitions
  • Utilise existing and develop novel resources to build a scalable M&A consulting solution
  • Be the SME for in-house M&A transactions and succession planning with knowledge of hard and soft metrics needed to succeed.
  • Work with the RM team to support the recruitment process when internal buyers/successors are not available or if external candidates are more suitable.
  • Identify, and work with third parties to further identify, potential IFA/wealth practices who wish to sell and therefore could be acquisition candidates.
  • Create a library of off-the-shelf documentation and marketing materials to support branch succession planning and growth through acquisition.

What you’ll have

  • University Graduate or equivalent preferred
  • Minimum 10 years experience in the wealth management sector, with direct experience working with wealth managers/financial advisors and their teams
  • Exposure to M&A and managing the acquisition/succession planning process is ideal, with an understanding of how valuations work and the levers that create value
  • Relationship / B2B account management experience
  • Strategic and commercial experience, e.g. having negotiated contracts, sales or sales management
  • Experience of delivering coaching or training
  • Excellent working knowledge of Excel, Word, PowerPoint

What you’ll get

  • 25 days of annual leave + bank holidays + holiday increases each year, to a max of 30
  • Established hybrid working policy and openness to flexible working
  • Generous pension contributions
  • Private medical healthcare
  • Discounted Gym Membership
  • Life, Dental & Travel insurance

Recruiter: Patrick Smith

Apply Now

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