Practice / Operations Manager - Esher, Surrey
We are working with a well-established SJP Practice based in Esher, Surrey, that is looking to hire a new Practice Manager. The ideal candidate will have extensive experience in a similar role, demonstrating flexibility and effective communication skills. You should possess excellent problem-solving abilities and be capable of prioritizing workload efficiently, whether working independently or as part of a team.
Applicants should have prior experience within the Financial Services industry, either as an administrator or team leader.
This role offers hybrid working, with 4 days per week based in the Esher office.
Responsibilities include:
* Providing high-level technical and administrative support to Advisers/Practice Manager;
* Handling client and third-party queries effectively through communication;
* Serving as the escalation point for complex client issues, coordinating with advisers, clients, and third parties;
* Ensuring Practice Support Specialists perform their roles efficiently through effective management and processes;
* Offering technical support and training to new or junior staff;
* Managing holiday bookings for team members;
* Ensuring client files are complete with all necessary documentation;
* Processing applications accurately and recording management information;
* Managing complex applications with providers, advisers, clients, and third parties to ensure timely completion;
Required skills and experience:
* Senior administration experience within an SJP practice or investment/wealth management environment;
* Experience managing workflows, systems, and procedures;
* Knowledge of relevant regulations and legislation;
* Experience using client management systems such as Salesforce;
* Proven ability to manage client accounts and relationships;
* Excellent face-to-face and telephone communication skills;
* Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel);
* Strong attention to detail;
* Effective time management and multi-tasking abilities;
* Ability to remain calm under pressure and handle conflicting demands;
* Positive attitude and professional demeanor;
* Ability to work independently and as part of a team;
* Open to change and creative problem-solving skills;
* Discretion and professionalism when dealing with sensitive information.
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