Practice Manager

Burgh Recruitment Ltd (Financial Services); England; On-site; GBP 27,000 - 45,000; Full time

Benefits offered by this job

Bonus structure

Benefits package

Job summary

The Practice Manager role at Lombard Street, London City, oversees daily operations of a wealth management office to ensure client service, regulatory compliance, and team performance. This position supports Financial Advisors by managing non‑advisory functions and enabling advisors to focus on client relationships.

The role encompasses coordinating workflow, maintaining productivity metrics, and collaborating with advisers, providers, and admin teams to progress cases and deliver updates.

Qualifications

• Experience in Financial Services in a private client environment.
• Excellent literacy and numeracy with knowledge of admin, communications, events.
• Ability to create intelligent data and use it for analysis and marketing purposes.
• Strong organisational and leadership skills with attention to detail.
• Self-starter who can work independently and lead people.
• Experience using Salesforce, LinkedIn, AI and technology tools.

Responsibilities

• Coordinate team workflow to optimise output and drive the team forward by promoting efficient collaborative working.
• Set weekly priorities, distribute workload, and conduct regular 1-1s to support performance management and ensure the support team maintains its productivity.
• Liaise with advisers, providers, and administration centres to progress cases to completion.
• Support the admin team to ensure business processes are adhered to in line with Practice and regulatory standards – maximise the PQS and productivity metrics.
• Coordinate communication with clients and third‑party providers and deliver regular updates to the Advisors.
• Track leads, referrals, and pipeline activity in Salesforce across the business.
• Engage with clients and develop strong working relationships.
• When required complete suitability reports, process applications and submit advice sets.

Skills

Financial services experience

Team leadership

Data analysis

Communication skills

Independent working

Tools

Salesforce

LinkedIn

AI tools

Job description

Practice Manager

Location: Lombard Street, London City

Salary: Up to £45,000 + bonus structure & benefits

Working as part of the team at an Appointed Representative of St. James’s 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 a supportive and nurturing environment, build further qualifications, and be rewarded for demonstrating hard work and positive results.

The Role: Practice Manager

The role will encompass all operational aspects of the business, positively contributing to team strategy, shaping its direction and promoting a fun working environment

• Co‑ordinate team workflow to optimise output and drive the team forward by promoting efficient collaborative working
• Set weekly priorities, distribute workload, and conduct regular 1-1s to support performance management and ensure the support team maintains & develops it’s productivity
• Liaise with advisers, providers, and administration centres to progress cases to completion
• Supporting the admin team to ensure business processes are adhered to in line with Practice and regulatory standards – maximise the PQS and productivity metrics
• You will coordinate communication with clients and third‑party providers and deliver regular updates to the Advisors
• Track leads, referrals, and pipeline activity in Salesforce across the business
• Engage with clients and develop strong working relationships
• When required complete suitability reports, process applications and submit advice sets

What are we looking for in you: Practice Manager

• Experience 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 events
• Ability to create intelligent data and use it for analysis and marketing purposes
• Strong organisational & leadership skills with excellent attention to detail
• A self‑starter with the ability to work independently and lead people
• Confident communicator, independent thinker with a passion for administration
• Relevant experience using Salesforce, LinkedIn, AI, comms & technology tools

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 £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.