Your details are being submitted. This may take up to 30 seconds, so please be patient. Thank you.
Position Details
Position: Practice Manager (Wealth Management) - Chobham
Pay: £38k - £45k
Reference: Chobham2
Location: Chobham, Surrey
We are working with a well-established SJP Practice based in Chobham, Surrey, looking to hire a new Practice Manager. The ideal candidate will have extensive experience in a similar role, be flexible, and possess strong communication skills. You should have excellent problem-solving abilities and be capable of prioritizing your workload while working independently or as part of a team.
Applicants should have previous experience within the Financial Services industry, either as an administrator or a team leader. This is an office-based role.
Responsibilities
* Provide high-level technical and administrative support to Advisers/Practice Manager
* Handle client and third-party queries effectively through communication
* Act as the point of escalation for complex client queries, liaising with advisers, clients, and third parties
* Ensure Practice Support Specialists perform their roles efficiently through effective management and processes
* Provide technical support and training to new and junior staff
* Manage holiday bookings for team members
* Ensure files are complete with all required documentation and forms
* Process applications accurately and record management information
* Progress complex applications with product providers, advisers, clients, and third parties to ensure timely completion
Knowledge, Experience, and Skills
* Senior administration experience within an SJP practice or investment/wealth management environment
* Experience managing workflow, systems, and procedures
* Knowledge of relevant regulation and legislation
* Experience with client management systems such as Salesforce
* Experience managing client accounts and relationships
* Excellent face-to-face and telephone communication skills with the ability to build rapport quickly
* Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)
* Strong attention to detail
* Effective time management and multi-tasking skills
* Ability to remain calm under 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
If you agree to be contacted in the future regarding our products or services, please opt in by ticking the box. More information about how we handle your data in accordance with the General Data Protection Regulation can be found in our Privacy Policy.
#J-18808-Ljbffr