Practice Manager - Wealth Management

St. James's Place; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Salary £45,000–£60,000

Auto-enrolment pension

Hybrid working

Central London office near Moorgate

Clear path to Operations Manager

Job summary

St. James's Place, based near Moorgate, seeks an experienced Practice Manager to run the diary, inbox and client administration and to grow into Operations Manager, running day-to-day practice operations.

You'll need wealth-management experience, ideally SJP or an IFA, and a long-term career focus in practice operations. The role offers hybrid working after onboarding and central London office access near Moorgate.

Qualifications

• Experience in wealth management or SJP/IFA environment.
• Experience in a regulated environment.
• Strong organisation and attention to detail; finisher.

Responsibilities

• Manage diary, inbox and day-to-day priorities.
• Be a key point of contact for clients and handle queries.
• Liaise with SJP, product providers and third parties.
• Chase new money and see cases through to completion.
• Oversee workflow: letters of authority, new and replacement business, case tracking.
• Keep accurate records in Salesforce and iBusiness.
• Check client documentation before it goes out.
• Prepare for client meetings and ensure follow-up actions.
• Improve processes as the practice grows.
• Support projects from start to finish.
• Take on team management as the business grows.

Skills

Organisation & detail

Communication

Leadership

Discretion

Team coordination

Tools

Word

Excel

Outlook

PowerPoint

Salesforce

iBusiness

Job description

I'm a senior partner of St. James's Place, based in Moorgate. I'm looking for an experienced Practice Manager to work directly with me, starting by running my diary, inbox and client administration and growing into the Operations Manager who runs the day-to-day of the practice.

You'll need previous experience in wealth management, ideally SJP or an IFA. This role is for someone who wants a long-term career in practice operations, not a route to becoming an adviser.

What you'll do

• Manage my diary, inbox and day-to-day priorities
• Be a key point of contact for clients and handle their queries
• Liaise with SJP, product providers and third parties to move things forward
• Chase new money and see cases through to completion
• Oversee workflow: Letters of Authority, new business, replacement business and case tracking
• Keep accurate records in Salesforce and iBusiness
• Check client documentation before it goes out
• Prepare for client meetings and make sure follow-up actions get done
• Improve our processes as the practice grows
• Support me on projects from start to finish
• Take on team management as the business grows

Where it leads

The role is built around the growth of the practice. As your knowledge builds, you'll take on more of the workflow, systems, processes and team coordination, with the aim of becoming Operations Manager and owning the day-to-day running of the business.

What I'm looking for

• Experience as a Senior Administrator, PSS, Practice Manager, Office Manager or Operations Lead in SJP, an IFA or wealth management
• Experience in a regulated environment
• Strong organisation and attention to detail; you finish what you start
• Clear written and verbal communication
• Confident with Word, Excel, Outlook and PowerPoint; Salesforce and iBusiness a plus
• Comfortable being the go-to person and leading a team
• Discretion in a confidential environment
• Qualifications are useful but not essential

What you get

• £45,000 to £60,000 depending on experience
• Auto-enrolment pension
• A clear path from Practice Manager to Operations Manager
• Hybrid working once onboarding is complete (five days in the office while you train)
• Central London office near Moorgate