Practice ManagerLocation: Lombard Street, London CitySalary: Up to £45,000 + bonus structure & benefitsWorking as part of the team at an Appointed Representative of St. Jamess Place Plc.We are looking for a focused individual to join this growing team. The Practice Manager is responsible for overseeing the daily operations of this successful wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance.This role supports the Financial Advisors by managing non-advisory business functions, enabling them to focus on client relationships and financial planning.
This is an opportunity to grow in a supportive and nurturing environment, build further qualifications, and be rewarded for demonstrating hard work and positive results.The Role: Practice ManagerThe role will encompass all operational aspects of the business, positively contributing to team strategy, shaping its direction and promoting a fun working environmentCo-ordinate team workflow to optimise output and drive the team forward by promoting efficient collaborative workingSet weekly priorities, distribute workload, and conduct regular 1-1s to support performance management and ensure the support team maintains & develops its productivityLiaise with advisers, providers, and administration centres to progress cases to completionSupporting the admin team to ensure business processes are adhered to in line with Practice and regulatory standards
maximise the PQS and productivity metricsYou will coordinate communication with clients and third-party providers and deliver regular updates to the AdvisorsTrack leads, referrals, and pipeline activity in Salesforce across the businessEngage with clients and develop strong working relationshipsWhen required complete suitability reports, process applications and submit advice sets
What are we looking for in you: Practice ManagerExperience in Financial Services in a private client environment is essential, SJP experience would be preferred.Excellent literacy and numeracy, a working knowledge of technical administration, communications, marketing and eventsAbility to create intelligent data and use it for analysis and marketing purposesStrong organisational & leadership skills with excellent attention to detailA self-starter with the ability to work independently and lead peopleConfident communicator, independent thinker with a passion for administrationRelevant experience using Salesforce, LinkedIn, AI, comms & technology toolsSt. Jamess 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 £240.8bn. 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.
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