Practice Manager

TN United Kingdom; Woking; On-site; GBP 40,000 - 80,000; Full time

Job summary

An outstanding opportunity awaits for a dynamic Practice Manager within a successful partner practice. This role involves managing operational needs while supporting Financial Advisers and the Principal Partner. The ideal candidate will bring management experience, particularly in Financial Services, and a passion for driving business growth. You will oversee team performance, compliance, and strategic planning, ensuring the practice thrives in a competitive landscape. Join a leading firm where your contributions will significantly impact the future of wealth management.

Qualifications

• Management experience in Financial Services is preferred.
• Strong project management and relationship management skills required.

Responsibilities

• Develop and implement business strategy with the Principal Partner.
• Manage HR tasks including recruitment and staff development.
• Ensure compliance with regulatory requirements and manage business finances.

Skills

Relationship Management

Team Management

System Improvement

Creative Thinking

Project Management

Attention to Detail

Analytical Skills

Discretion and Confidentiality

Microsoft Office Proficiency

Job description

Job Title:

Practice Manager

Location:

Chobham, Surrey

Salary:

Highly Competitive

Hours:

Full time, office based

Job Description:

An outstanding opportunity has arisen for a Practice Manager within a successful SJP Partner Practice. You will manage the operational needs of a busy practice supporting Financial Advisers.

The Practice Manager will support the Principal Partner, overseeing People Management, Marketing, and Business Strategy. This role suits someone with management experience, ideally in Financial Services, seeking career progression.

Main Duties & Responsibilities:

1. Develop and implement business strategy and annual plans with the Principal Partner.
2. Drive business growth aligned with the Vision, contributing to a sustainable future.
3. Conduct regular team meetings to communicate and track progress on goals.
4. Handle HR tasks: recruitment, onboarding, staff development.
5. Evaluate performance through appraisals and objectives.
6. Manage business pipeline and finances; report on performance.
7. Ensure compliance with licensing, professional development, and regulatory requirements.
8. Support Partners and Advisers in efficiency and effectiveness.
9. Manage internal processes, training, and technology systems.
10. Assist with marketing, events, and business development projects.
11. Prepare financial budgets and forecasts to inform decisions.
12. Promote team knowledge sharing and development activities.

Skills and Experience:

• Excellent relationship management skills.
• Experience managing teams, including recruitment and performance management.
• Ability to review and improve systems and processes.
• Creative thinking to add value to the business.
• Strong project management skills and a positive attitude.
• Calmness and friendliness in managing conflicting demands.
• Attention to detail and analytical skills.
• Discretion and confidentiality handling.
• Proficiency in Microsoft Office suite.

Additional Information:

St. James’s Place plc (SJP) is a leading FTSE 100 Wealth Management firm managing over £188.6bn. The practice will conduct standard financial and identity checks for candidates.

Application Process:

Apply via Burgh Recruitment. Ensure you tick the Privacy Policy box and submit your application. You will receive a confirmation email upon completion.