Practice Manager
Lincoln Area -
Salary £35,000- £45,000 DOE
NJR are currently working with a market leading Wealth Management consultancy who are based in the heart of Lincoln City Centre. Established for over 30 years, our client offers a full range of expertise in financial planning, providing advice to their private and corporate clients.
Daily duties will consist of;
1. Provide high level technical and administrative support to the Advisers/Practice Manager
2. Deal effectively with queries from clients and other parties through effective communication
3. Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate
4. Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes
5. Provide technical support and training to new/junior staff joining the practice
6. Manage holiday bookings for team members
7. Deal effectively with queries from clients and other parties through effective communication
8. Ensure that files are complete with all required client identification documentation and necessary application forms
9. Process complex applications accurately and record the required management information
10. Progress complex applications with product providers, advisers, clien...