Practice Manager (Wealth Management) - Chobham

Artemis Recruitment Consultants Ltd; Chobham; On-site; GBP 38,000 - 45,000; Full time

Job summary

An established industry player is seeking a dynamic Practice Manager for their Wealth Management division in Chobham. This office-based role requires a candidate with a strong background in financial services, adept at managing both workflows and client relationships. The ideal individual will excel in communication, problem-solving, and team management, ensuring the efficient operation of the practice while providing top-notch support to advisers and clients. Join a forward-thinking team where your contributions will directly impact client satisfaction and operational success.

Qualifications

• Extensive experience in a similar role, particularly in financial services.
• Ability to manage workflows and systems effectively.

Responsibilities

• Provide high-level technical and administrative support to Advisers.
• Manage client queries and ensure timely completion of applications.

Skills

Senior administration experience

Client management systems

Communication skills

Problem-solving abilities

Time management

Attention to detail

Team management

Tools

Salesforce

Microsoft Office Suite

Job description

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Position Details

Position: Practice Manager (Wealth Management) - Chobham

Pay: £38k - £45k

Reference: Chobham2

Location: Chobham, Surrey

We are working with a well-established SJP Practice based in Chobham, Surrey, looking to hire a new Practice Manager. The ideal candidate will have extensive experience in a similar role, be flexible, and possess strong communication skills. You should have excellent problem-solving abilities and be capable of prioritizing your workload while working independently or as part of a team.

Applicants should have previous experience within the Financial Services industry, either as an administrator or a team leader. This is an office-based role.

Responsibilities

• Provide high-level technical and administrative support to Advisers/Practice Manager
• Handle client and third-party queries effectively through communication
• Act as the point of escalation for complex client queries, liaising with advisers, clients, and third parties
• Ensure Practice Support Specialists perform their roles efficiently through effective management and processes
• Provide technical support and training to new and junior staff
• Manage holiday bookings for team members
• Ensure files are complete with all required documentation and forms
• Process applications accurately and record management information
• Progress complex applications with product providers, advisers, clients, and third parties to ensure timely completion

Knowledge, Experience, and Skills

• Senior administration experience within an SJP practice or investment/wealth management environment
• Experience managing workflow, systems, and procedures
• Knowledge of relevant regulation and legislation
• Experience with client management systems such as Salesforce
• Experience managing client accounts and relationships
• Excellent face-to-face and telephone communication skills with the ability to build rapport quickly
• Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)
• Strong attention to detail
• Effective time management and multi-tasking skills
• Ability to remain calm under conflicting demands
• Positive attitude and professional demeanor
• Ability to work independently and as part of a team
• Open to change and creative problem-solving skills

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