Job Title:
Practice Manager
Location:
Chobham, Surrey
Salary:
Highly Competitive
Hours:
Full time, office based
Job Description:
An outstanding opportunity has arisen for a Practice Manager within a successful SJP Partner Practice. You will manage the operational needs of a busy practice supporting Financial Advisers.
The Practice Manager will support the Principal Partner, overseeing People Management, Marketing, and Business Strategy. This role suits someone with management experience, ideally in Financial Services, seeking career progression.
Main Duties & Responsibilities:
1. Develop and implement business strategy and annual plans with the Principal Partner.
2. Drive business growth aligned with the Vision, contributing to a sustainable future.
3. Conduct regular team meetings to communicate and track progress on goals.
4. Handle HR tasks: recruitment, onboarding, staff development.
5. Evaluate performance through appraisals and objectives.
6. Manage business pipeline and finances; report on performance.
7. Ensure compliance with licensing, professional development, and regulatory requirements.
8. Support Partners and Advisers in efficiency and effectiveness.
9. Manage internal processes, training, and technology systems.
10. Assist with marketing, events, and business development projects.
11. Prepare financial budgets and forecasts to inform decisions.
12. Promote team knowledge sharing and development activities.
Skills and Experience:
* Excellent relationship management skills.
* Experience managing teams, including recruitment and performance management.
* Ability to review and improve systems and processes.
* Creative thinking to add value to the business.
* Strong project management skills and a positive attitude.
* Calmness and friendliness in managing conflicting demands.
* Attention to detail and analytical skills.
* Discretion and confidentiality handling.
* Proficiency in Microsoft Office suite.
Additional Information:
St. James’s Place plc (SJP) is a leading FTSE 100 Wealth Management firm managing over £188.6bn. The practice will conduct standard financial and identity checks for candidates.
Application Process:
Apply via Burgh Recruitment. Ensure you tick the Privacy Policy box and submit your application. You will receive a confirmation email upon completion.
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