An outstanding new opportunity has arisen for a Practice Manager to join a highly successful SJP Senior Partner Practice. The Practice Manager is responsible for overseeing the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance. Ideally from a Financial Services background you may be a Senior Administrator looking for the next step, or an experienced Practice Manager looking to further develop your skills and knowledge. You will be looking for a role where you can work closely with Advisers and Administrators to ensure the smooth delivery of all business processes and client servicing requirements.
Responsibilities
* You will ensure the seamless process from initial enquiry to completion of the advice process is always delivered
* Setting weekly priorities, managing the workload, and supporting the admin team to ensure business processes are adhered to, tracked efficiently and in line with Practice and regulatory standards
* Process new business, replacements, fund switches, and encashments efficiently and accurately
* Prepare meeting documentation and complete all follow-up actions promptly
* Conduct regular file reviews and quality checks
* Complete suitability reports, process applications and submit advice sets
* Liaise with advisers, providers, and administration centres to progress cases to completion
* You will coordinate communication with clients and third-party providers and deliver regular updates to the advisers
* Track leads, referrals, and pipeline activity
Qualifications
* Previous or current experience within the financial services industry
* A sound understanding of Investments, Pensions, and other financial planning products
* IT skills, including Microsoft Office
* Experience using CRM systems such as Salesforce, with a willingness to learn how to use new systems
* Excellent leadership, organisational and problem-solving skills
* Ability to manage multiple tasks, deadlines and to prioritise effectively
* Strong attention to detail and clear written and verbal communication skills
If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply; what matters most is your enthusiasm and willingness to take the next step in your career.
About the Company
St. James s Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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