Practice Manager

St. James's Place Wealth Management; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in London is seeking a Practice Manager to oversee operational needs, manage staff, and ensure effective service delivery. Ideal candidates will have management experience in a financial services environment, specifically with SJP knowledge. The role offers opportunities for growth within a young and dynamic team.

Qualifications

• Track record as a manager in an operational office-based environment.
• Experience managing and developing others with evidence.
• Confident professional with influencing skills.

Responsibilities

• Manage operational aspects of the practice daily.
• Handle escalations, complaints, and complex queries.
• Conduct 1:1 meetings and provide coaching and performance reviews.

Skills

Management experience

Excellent communication skills

Organizational skills

Problem-solving

Tools

Salesforce

Job description

Practice Manager

Location: London, Lombard Street (Hybrid)

Salary: Highly Competitive, depending on experience

Working as part of the team at Confido Wealth Ltd who are an Appointed Representative of St. James's Place Plc (SJP). The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

An exciting 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 which supports 4 Financial Advisors and has 2 support staff.
This role is ideal for an existing Practice Manager or an experienced Support Staff / Administrator, seeking their next step into management.

The Role: Practice Manager

• Reporting to the Managing Partner, as Practice Manager you will manage all operational aspects of the Practice on a daily basis, including handling escalations, complaints, and complex queries
• This will include a review of current practice processes and systems, as well as workflow management to ensure timely and accurate delivery of services. Where appropriate, you will be encouraged to introduce change within the business
• You will be responsible for managing, developing, and training all support staff
• You will be responsible for conducting regular 1:1 meetings with advisors and support staff; your duties will include providing coaching, performance reviews and feedback, and professional development support
• You will be managing a HR system and providing Management Information to colleagues and management as required
• You will be required to contribute to business planning and strategy by providing operational insight and support to the leadership team

There is scope for this role to progress within the business. We are a young and growing team, with an expected three additional hires planned in the next year. We expect the successful applicant to be an integral part of the growth of the practice.

The Person: Practice Manager

• You will have a track record as a manager, in an operational office-based environment. This may currently be in a Financial Services business, however SJP experience is a must
• You will have experience of managing and developing others and will be able to demonstrate this at interview
• SJP experience is a pre-requisite. You will ideally have prior experience using our IT systems, in addition to Salesforce
• You will be a confident professional with excellent communication skills, highly organised with the ability to motivate others. You have common sense, influencing skills and enjoy problem solving

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 £198.5bn. 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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