Location: Farnham / Guildford area (office based)
Salary: £40,000 - £50,000 (DoE)
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice. You will be managing the operational needs of this busy practice.
You may be an experienced Practice Manager or a Senior Administrator looking to further develop your skills and knowledge.
You will be looking for a role where you can work closely with a small team to ensure the smooth delivery of all business processes and client servicing requirements.
The Role: Practice Manager (Financial Services)
* Reporting to the Partner, as Practice Manager you will manage all operational aspects of the Practice on a daily basis
* You will be managing the admin support team to effectively deal with all new business and client servicing requirements
* You will oversee all the operational aspects of the business on a daily basis
* This will include a review of current processes and where appropriate, introducing change within the business
* Providing an outstanding level of service to your colleagues and clients will be of upmost importance to you, as a natural leader you will inspire this quality in your team
* You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner and Advisers
* You will ensure that all activity is tracked through the CRM systems and will provide Management Information to the senior management team
The Person: Practice Manager (Financial Services)
* You will have previous experience in a similar role within a professional office environment, ideally in financial services
* You will have experience of managing and developing others
* You will have a good understanding of how you can add value to this business, and you enjoy working as part of a team
* You are used to using IT systems and have used Salesforce
* You will be a confident professional with excellent communication skills and the ability to motivate others. You have common sense, influencing skills and enjoy problem solving
If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application.
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 £216.94bn. 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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Salary description
£40000.00 - £50000.00 per year