Practice Manager (Wealth Management) - Lincoln

Artemis Recruitment Consultants; Lincoln; On-site; GBP 35,000 - 50,000; Full time

Job summary

A well-established financial services practice in Lincoln seeks an experienced Practice Manager to join their team. Responsibilities include providing administrative support, managing complex client queries, and ensuring efficient workflow within the practice. Ideal candidates will have a background in financial services, strong communication skills, and a proactive approach to problem-solving.

Qualifications

• Senior administration experience in SJP practice or investment/wealth management.
• Experience of managing workflow and client relationship systems.
• Knowledge of relevant regulations and legislation.

Responsibilities

• Provide high-level support to Advisers and Practice Manager.
• Manage escalated client queries and ensure efficient processing.
• Train new staff and manage team holiday bookings.

Skills

Communication

Problem Solving

Client Interaction

Attention to Detail

Time Management

Tools

Salesforce

Microsoft Office

Job description

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Client:

Location:

Lincoln, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a9b27877f74e

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

We are working with a well-established SJP Practice based in Lincoln 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 Central Lincoln. We are looking for candidates who have 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 skills and processes;
• Provide technical support and training to new/junior staff joining the practice;
• Manage holiday bookings for team members;
• 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