Practice Manager (Wealth Management) - Farnham, Surrey

Artemis Recruitment Consultants Ltd; Farnham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the financial services sector is looking for a Practice Manager to provide technical and administrative support in their Farnham office. The ideal candidate will have substantial experience in a similar role and expertise in managing workflows within a wealth management environment. Join a dynamic team where problem-solving and effective communication are key to success.

Qualifications

• Senior administration experience in an SJP practice or investment/wealth management.
• Experience managing workflows and client accounts.
• Knowledge of relevant regulations and legislation.

Responsibilities

• Provide high-level technical and administrative support.
• Manage complex client queries and oversee holiday bookings.
• Train and support new/junior staff.

Skills

Problem Solving

Attention to Detail

Client Management

Communication

Time Management

Tools

Salesforce

Microsoft Office

Job description

Type of Position: Practice Manager (Wealth Management) - Farnham, Surrey
Pay: £40k - £60k
Reference: Farnham1

We are working with a well-established SJP Practice based in Farnham, Surrey 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.

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

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .