Practice Manager

Practice Manager
Location - Cramlington, Northumberland (NE23)
Hours - Full time
Salary - £35,000 - £43,000 depending on experience
An outstanding new opportunity has arisen for a Practice Manager to join a highly successful SJP Senior Partner Practice.
The Practice Manager is responsible for overseeing the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance.
From a Financial Services background, you may be a Senior Administrator looking for the next step, or an experienced Practice Manager looking to further develop your skills and knowledge.
You will be looking for a role where you can work closely with Advisers and Administrators to ensure the smooth delivery of all business processes and client servicing requirements.
The Role:
Your role will encompass all operational aspects of the business, and providing outstanding client service will be of upmost importance to you
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* You will ensure the seamless process from initial enquiry to completion of the advice process is always delivered
* Setting weekly priorities, managing the workload, and supporting the admin team to ensure business processes are adhered to, tracked efficiently and in line with Practice and regulatory standards
* Process new business, replacements, fund switches, and encashments efficiently and accurately
* Prepare meeting documentation and complete all follow-up actions promptly
* Conduct regular file reviews and quality checks
* Complete suitability reports, process applications and submit advice sets
* Liaise with advisers, providers, and administration centres to progress cases to completion
* You will coordinate communication with clients and third-party providers and deliver regular updates to the advisers
* Track leads, referrals, and pipeline activity
The ideal candidate will have:
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* Current experience within the Financial Services Industry, ideally with an SJP Partner Practice
* A sound understanding of Investments, Pensions, and other financial planning products
* IT skills, including Microsoft Office
* Experience using CRM systems such as Salesforce, with a willingness to learn how to use new systems
* Excellent leadership, organisational and problem-solving skills
* Ability to manage multiple tasks, deadlines and able to prioritise effectively
* Strong attention to detail and clear written and verbal communication skills
If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn.
This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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