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Our client, a well-established financial services firm, is seeking an experienced and dynamic Practice/Operations Manager to join their growing practice.All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.This is a pivotal role that combines operational excellence with strategic project management and growth planning.You will be instrumental in driving the efficiency, development, and expansion of the practice.Key Responsibilities Operations Management Oversee day-to-day operations of the practice, ensuring smooth and efficient delivery of services Implement and maintain operational systems, processes, and procedures Manage resource allocation and workflow optimisation Ensure compliance with regulatory requirements and industry standards Monitor performance metrics and implement continuous improvement initiatives Project Management Lead and deliver key strategic projects from inception to completion Drive technology improvement initiatives and digital transformation projects Coordinate cross-functional teams and manage stakeholder expectations Develop project plans, timelines, and budgets Identify and mitigate project risks Report on project progress to senior leadership Growth & Strategic Planning Develop and execute growth strategies to expand the practice Identify new business opportunities and service offerings Support business development initiatives and client acquisition efforts Analyse market trends and competitor activity Create and implement strategic plans aligned with business objectives Team Leadership Line manage operational staff and provide mentoring and development Foster a collaborative and high-performance culture Conduct performance reviews and identify training needs Essential Requirements CII qualification (Level 4 Diploma minimum) Proven experience in practice or operations management, ideally within financial services Strong project management skills with demonstrable track record of successful delivery Experience developing and implementing growth strategies Excellent understanding of financial services regulations and compliance Strong analytical and problem-solving abilities Outstanding organisational and time management skills Excellent communication and stakeholder management skills Proficiency in project management tools and operational systems Experience with technology implementation or digital transformation projects Desirable Requirements Professional qualification (e.g., Prince2, PMP, or relevant financial services qualification) Experience with change management and business transformation Knowledge of CRM systems and practice management software Previous experience in a client-facing financial services environment What We Offer Competitive salary commensurate with experience- salary advertised is negotiable Comprehensive benefits package Opportunities for professional development and career progression The chance to make a significant impact on a growing practiced02fcfcb-6df4-40ee-95cf-3eb059ce3173

Opportunity: Private Client Legal SecretaryApplying for this role is straight forward Scroll down and click on Apply to be considered for this position.Location: Frome, SomersetSalary: Up to £30,000 (DOE)Are you an energetic and organised legal secretary looking to step into a role where youll truly make an impact? This is a fantastic opportunity to join a well-established regional firm renowned for delivering approachable, personalised legal support to individuals and families. Youll be part of a dynamic Private Client team, supporting solicitors in matters such as wills, trusts, probate, estate planning and related client work.The Role:As Private Client Legal Secretary, you will:Provide high-quality administrative and secretarial support to fee earners in the Private Client department (wills, trusts, probate, estate planning)Prepare and process documentation and correspondence: wills, trusts, powers of attorney, probate applications, estate administrationLiaise directly with clients, both face-to-face and on the phone, ensuring excellent client service, building relationships and maintaining the supportive, personal style of the firmManage diary, appointments and client meetings, as well as work-in progress files and ensure deadlines (e.g., probate, registration, executorship tasks) are metAssist with billing and timesheets, along with file closure steps and ensuring records are accurate and up to date What We Are Looking For:Proven experience as a legal secretary (ideally, within Private Client / wills & probate or estate planning work)Strong organisational skills, the ability to manage your workload and prioritise tasks in a busy legal environmentExcellent written and verbal communication skills, with a friendly, client-facing styleHigh attention to detail, accuracy in documentation and ability to work with confidentialityA team-player mindset: were looking for someone who enjoys collaborating but who also takes ownership of their own tasksComfort with standard legal software, MS Office and a willingness to pick up new systems What Is in It for You?Holidays & Time Off: 28 days of holiday plus bank holidays, with the flexibility to buy or sell up to 5 days to tailor your time offWork/Life Balance: Flexible working hours and the potential to work from home one day each weekBonus & Pension: A discretionary bonus scheme and an enhanced pension contribution to support your long-term financial futureTraining & Development: Dedicated Training & Development days, support for up-skilling and potential routes to further qualification and career progressionPerks & Wellbeing: Discounted legal services, eye-care vouchers, regular social events and length-of-service awards recognising your loyaltyFamily & Maternity Support: Enhanced maternity pay to support you through important family-growth phases Why Join Them?With this firm, youll join an organisation with a strong regional reputation for approachable, high-quality legal service. They have a team-first culture, emphasise personal relationships (both with clients and among colleagues) and believe in investing in their people. This isnt just a secretarial role, its a chance to become a key player in a thriving Private Client practice, with real potential for growth.If youre ready to take the next step in your legal secretarial career, we would love to hear from you!Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.*Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities