Practice Manager (Wealth Management) - London

TN United Kingdom; London; On-site; GBP 40,000 - 65,000; Full time

Job summary

A well-established firm in London is seeking a dynamic Practice Manager for their Wealth Management division. This role emphasizes effective communication, problem-solving, and the ability to manage workflows within a fast-paced environment. Ideal candidates will have a strong background in financial services and demonstrate proficiency in client management systems. The position is primarily office-based, allowing for collaboration with a dedicated team while ensuring high-quality service delivery. Join a forward-thinking practice where your contributions will make a significant impact in managing client relationships and supporting advisers.

Qualifications

• Extensive experience in administration within an investment/wealth management environment.
• Strong ability to manage workflows and client relationships effectively.

Responsibilities

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

Skills

Senior administration experience

Client management systems (Salesforce)

Communication skills

Problem-solving skills

Time management

Attention to detail

Tools

Microsoft Office

Salesforce

Job description

Practice Manager (Wealth Management) - London

We are working with a well-established SJP Practice based in London that is looking to hire a new Practice Manager. We seek a candidate with extensive experience in a similar role, who is flexible and communicates effectively with their team. The ideal candidate will have excellent problem-solving skills and the ability to prioritize workload efficiently, whether working independently or as part of a team.

This position is predominantly office-based in Central London. Candidates should have previous experience in the Financial Services industry, either as an administrator or a team leader.

Responsibilities:

• Provide high-level technical and administrative support to Advisers/Practice Manager;
• Handle client and third-party queries effectively through communication;
• Serve as the escalation point for complex client queries, liaising with advisers, clients, and third parties;
• Ensure Practice Support Specialists perform their functions 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 necessary documentation and forms;
• Process applications accurately and record management information;
• Coordinate with product providers, advisers, clients, and third parties to complete complex applications timely.

Knowledge, Experience, and Skills:

• Senior administration experience in 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;
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Strong attention to detail;
• Effective time management and multi-tasking skills;
• Ability to remain calm under pressure and handle 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;
• Discretion and professionalism in dealing with sensitive information.