Practice Manager

Your Resourcing Partner Ltd; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a dedicated Practice Manager to join their dynamic team in Moorgate, London. This role is perfect for someone with a passion for financial planning and client management, offering the opportunity to support a Senior Partner in delivering exceptional service to clients. You'll be responsible for overseeing administrative functions, managing client interactions, and ensuring the team is well-trained and efficient. This position not only provides a competitive salary but also the chance to grow within a supportive environment, making it an exciting opportunity for those looking to advance their career in wealth management.

Benefits

Full training provided

Support for level 4 diploma in financial planning

Option for hybrid working

Professional development opportunities

Qualifications

• Experience in wealth management and supporting financial advisers.
• Ability to manage workloads and multitask effectively.

Responsibilities

• Ensure smooth running of back-office support and administration.
• Manage client queries and prepare for meetings with advisers.

Skills

Financial Planning

Client Relationship Management

Organizational Skills

Communication Skills

Interpersonal Skills

Education

Diploma Level 4 in Financial Planning

Tools

Salesforce

FE Analytics

Microsoft Office (Word, Excel, Outlook)

Job description

Your Resourcing Partner Ltd London Area, United Kingdom

2 days ago Be among the first 25 applicants

Direct message the job poster from Your Resourcing Partner Ltd

New Opportunity – Practice Manager / Senior Wealth Management Administrator – Moorgate London

We are recruiting for an experienced Wealth Management Practice Manager with some paraplanning experience to work within a highly successful Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London .

Role overview

In order for the Senior Partner to continue to provide holistic advice and manage a small team of advisers and support staff, he is recruiting an experienced Practice Manager to support him to service his client base.

My client is a Senior Partner of the business, and this employed role will report directly into him.Ideally the candidate will be part or fully diploma level 4 qualified in financial planning (or equivalent) and looking to maintain a long-term role within a senior administrative capacity rather than seeking to become a financial adviser themselves. In addition to an experienced Practice Manager, my client is also open to an experienced Senior PSS / Administrator with SJP / basic paraplanning knowledge acquired through experience, looking to progress their career into a Practice Manager role.

Role content:

The role will include, but is not limited to the following responsibilities:

• Pro-active and structured approach to the Practice’s administration needs, ensuring the smooth running of the back-office support
• Dealing with client queries via telephone, email, face-to-face or in writing as required
• Supporting junior advisers and their administrators to ensure they are fully trained and competent in their roles as required
• Arrange client meetings with the financial adviser

Meeting preparation

• Using financial software to provide data analysis of clients’ funds and investments (via FE Analytics / Voyant once trained)
• Producing personalised illustrations, and obtaining up to date wealth accounts
• Preparing critical yield calculations
• Liaising with pension and investment companies
• Preparing meeting packs in advance of client meetings

Administration

• Liaising with internal SJP central administration centres regarding client’s funds and investments
• Switching of client funds and processing fund surrenders
• Setting up new clients on iBusiness, and keeping all client information up to date where required
• Issuing and chasing letters of authority
• Using Salesforce on a daily basis to maintain accurate client details.
• Using internal systems to produce suitability reports for clients

Business Processing

• Electronic Business Submission processing
• Processing paper application forms
• Basic suitability letter preparation

Technical skills required

• SJP PSS Accreditation (bronze to platinum level) highly advantage, but not essential
• Part or fully Diploma level 4 in financial planning. Completion of one or more RO exam highly desirable (or qualified via experience).
• Previous Financial Service experience supporting a financial adviser internal or external to SJP essential
• First class organisational skills to deliver against a wide variety of tasks
• Effective communication skills verbally, face to face and in writing
• Strong interpersonal skills
• Ability to work flexibly
• Highly computer literate: Word, Excel, Outlook

Personal attributes

• Ability to manage own workloads and multitask where appropriate
• Able to work independently, disciplined in work approach with the ability to get the job done
• Professional and approachable manner to clients and colleagues
• Ability to work effectively under pressure to meet tight deadlines where required
• Able to deal with individuals at all levels, including those of high net worth
• Able to work in a high confidential and discreet environment
• Exceptional attention to detail
• Pro-active in approach
• Naturally comfortable working in a numeric environment
• Reliable and committed long term to a career in Wealth Management

Additional Information

• Basic salary: £30-40k starting salary (dependent on skills and experience)
• Working hours: Full time, Monday to Friday (option of hybrid working one day a week once fully trained in role).
• Training: Full training provided on all processes and systems
• Qualifications: Support to complete level 4 diploma in financial planning (or equivalent) qualification as part of the role if required
• Location: Moorgate, London

If you are passionate about providing high-quality support in the financial planning industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Practice Manager.

(Please note: I provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James Place Wealth Management Group).

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Get notified when a new job is posted.

Sign in to set job alerts for “Practice Manager” roles.

London, England, United Kingdom 3 weeks ago

Kingston Upon Thames, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 week ago

Healthcare Operations Manager, United Kingdom

London, England, United Kingdom 1 month ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 3 days ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 4 weeks ago

Woking, England, United Kingdom 6 days ago

London, England, United Kingdom 2 months ago

Croydon, England, United Kingdom 2 weeks ago

London, England, United Kingdom 3 weeks ago

Kensington, England, United Kingdom 2 days ago

Chobham, England, United Kingdom 1 week ago

Buckhurst Hill, England, United Kingdom 2 weeks ago

Greater London, England, United Kingdom 1 week ago

London, England, United Kingdom 3 days ago

London, England, United Kingdom 3 weeks ago

Head of Nursing South West London Elective Orthopaedic Centre

London, England, United Kingdom 1 month ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 3 weeks ago

Walthamstow, England, United Kingdom £40,000.00-£50,000.00 2 weeks ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 20 hours ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 week ago

Chelmsford, England, United Kingdom 1 month ago

London, England, United Kingdom 1 day ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.