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Financial advisor

Barnet
Permanent
Financial Divisions
Financial advisor
Posted: 21h ago
Offer description

Job Description

Practice Manager – St. James’s Place Partner Practice

Location: North London (Stunning Offices)

Salary: £30,000 – £50,000 (DOE) + Benefits

Hours: Full-time, Office-Based

About the Practice

An established and highly regarded St. James’s Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the day-to-day operations of the business.

The Practice provides bespoke financial planning and wealth management advice to private clients, renowned for its exceptional client service and long-term relationships. Operating from beautiful, modern offices, this is an excellent opportunity for an organised and motivated professional to join a growing and ambitious team.

The Role

As Practice Manager, you will play a pivotal role in ensuring the smooth and efficient running of the Practice. You’ll lead and support the administration and paraplanning teams, oversee client servicing and compliance processes, and work closely with the Partner to enhance business performance and client satisfaction.

Key Responsibilities

1. Oversee daily operations, ensuring efficient workfl...

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