Practice Manager

Boston Consulting Group; City of Westminster; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services firm based in North London is seeking an experienced Practice Manager. This role involves overseeing daily operations, managing teams, and ensuring exceptional client service. The ideal candidate will have solid experience in a similar role within a wealth management firm. Competitive salary between £35,000 – £50,000 with additional benefits in a collaborative office setting.

Benefits

Discretionary bonus

Pension contribution

Ongoing professional development

Collaborative office environment

Qualifications

• Proven experience in a Practice Management, Operations, or Senior Administrative role within a wealth management firm.
• Strong leadership and organisational skills to manage multiple priorities.
• Excellent understanding of client servicing and regulatory compliance.

Responsibilities

• Oversee daily operations, ensuring efficient workflows and exceptional client service.
• Manage and support the admin and paraplanning teams.
• Coordinate client review meetings and manage diaries.

Skills

Practice Management

Leadership

Organisational Skills

Client Service

Communication

Tools

Microsoft Office

CRM Systems

Job description

An established and highly regarded St. James's Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the day-to-day operations of the business. The Practice provides bespoke financial planning and wealth management advice to private clients, renowned for its exceptional client service and long‑term relationships. Operating from beautiful, modern offices, this is an excellent opportunity for an organised and motivated professional to join a growing and ambitious team.

Responsibilities

• Oversee daily operations, ensuring efficient workflows and exceptional client service.
• Manage and support the admin and paraplanning teams, including regular check‑ins and performance reviews.
• Maintain and monitor compliance procedures in line with SJP and FCA requirements.
• Coordinate client review meetings, manage diaries, and ensure timely completion of all related documentation.
• Support the Partner with management reporting, business planning, and process improvements.
• Maintain accurate records using the Practice's CRM systems.
• Act as the main point of contact for operational queries from clients, SJP, and internal team members.

Qualifications

• Proven experience in a Practice Management, Operations, or Senior Administrative role within an SJP Partner Practice or wealth management firm.
• Strong leadership and organisational skills, with the ability to manage multiple priorities effectively.
• Excellent understanding of financial services processes, client servicing, and regulatory compliance.
• High attention to detail with a proactive, solutions‑focused mindset.
• Confident communicator with strong interpersonal skills and a client‑first approach.
• Proficient in Microsoft Office and CRM systems (Salesforce or Intelliflo experience advantageous).

Compensation & Benefits

• Competitive salary £35,000 - £50,000, depending on experience.
• Discretionary bonus and pension contribution.
• Supportive, professional environment within a highly respected SJP Partner Practice.
• Ongoing professional development and opportunities for progression.
• A stunning office setting in North London, fostering a collaborative and high‑performing culture.