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
* Oversee daily operations, ensuring efficient workflows and exceptional client service.
* Manage and support the admin and paraplanning teams, including regular check-ins and performance reviews.
* Maintain and monitor compliance procedures in line with SJP and FCA requirements.
* Coordinate client review meetings, manage diaries, and ensure timely completion of all related documentation.
* Support the Partner with management reporting, business planning, and process improvements.
* Maintain accurate records using the Practice’s CRM systems.
* Act as the main point of contact for operational queries from clients, SJP, and internal team members.
About You
* Proven experience in a Practice Management, Operations, or Senior Administrative role within an SJP Partner Practice or wealth management firm.
* Strong leadership and organisational skills, with the ability to manage multiple priorities effectively.
* Excellent understanding of financial services processes, client servicing, and regulatory compliance.
* High attention to detail with a proactive, solutions-focused mindset.
* Confident communicator with strong interpersonal skills and a client-first approach.
* Proficient in Microsoft Office and CRM systems (Salesforce or Intelliflo experience advantageous).
What’s on Offer
* Competitive salary £35,000 – £50,000, depending on experience.
* Discretionary bonus and pension contribution.
* Supportive, professional environment within a highly respected SJP Partner Practice.
* Ongoing professional development and opportunities for progression.
* A stunning office setting in North London, fostering a collaborative and high-performing culture.
If you’re an ambitious Adviser looking to grow your career within a respected, client-focused firm — my client would love to hear from you. Please contact Sam at Financial Divisions Samn@negbenebor@financialdivisions.co.uk