PRACTICE MANAGER (WEALTH MANAGEMENT) - EPSOM

Artemis Recruitment Consultants Ltd; Epsom; On-site; GBP 45,000 - 60,000; Full time

Job summary

A well-established financial services practice based in Epsom is seeking a skilled Practice Manager to provide high-level administrative support and manage client accounts. The ideal candidate has significant experience in a similar role within wealth management, strong problem-solving abilities, and excellent communication skills. The role is office-based, requiring the ability to manage complex queries and support the team effectively. Competitive remuneration and a collaborative working environment await the right candidate.

Qualifications

• Experience in a similar role within wealth management.
• Ability to manage workflow and client accounts effectively.
• Excellent problem-solving skills and attention to detail.

Responsibilities

• Provide high level technical and administrative support to the Advisers/Practice Manager.
• Be the point of escalation for complex client queries.
• Ensure Practice Support Specialists perform their functions efficiently.

Skills

Senior administration experience

Client management systems (e.g., Salesforce)

Excellent communication skills

Strong attention to detail

Experience with Microsoft Office

Job description

Practice Manager (Wealth Management) - Epsom

We are working with a well-established SJP practice based in Epsom that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem solving skills and be able to prioritise your workload whilst working independently or part of the team.

This will be an office-based position, working in Surrey. We are looking for candidates who has previous experience working within the Financial Services industry as either an administrator or team leader.

Responsibilities

• Provide high level technical and administrative support to the Advisers/Practice Manager;
• Deal effectively with queries from clients and other parties through effective communication;
• Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
• Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
• Provide technical support and training to new/junior staff joining the practice;
• Manage holiday bookings for team members;
• Deal effectively with queries from clients and other parties through effective communication;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Process applications accurately and record the required management information;
• Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;

Knowledge, Experience and Skills

• Senior administration experience of working within an SJP practice or investment/wealth management environment practice;
• Experience of managing workflow, systems and procedures;
• Knowledge of relevant regulation and legislation;
• Experience of client management systems such as Salesforce;
• Experience of managing client accounts and relationships;
• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving;
• Professional and confident in dealing with people, working with total discretion at all times