Practice Manager - Wealth Management - London/Hybrid - £50-60k

ZipRecruiter; London; On-site; GBP 60,000 - 85,000; Full time

Job summary

Une entreprise prestigieuse de gestion de patrimoine recherche un Practice Manager pour superviser les opérations et assurer un service client exceptionnel. Vous jouerez un rôle clé en garantissant la conformité et l'efficacité opérationnelle, tout en bénéficiant d'un environnement dynamique et de possibilités de carrière. Un salaire compétitif est proposé, ainsi que des opportunités de développement professionnel.

Benefits

Opportunités de développement de carrière

Formation et développement

Environnement de travail dynamique et solidaire

Qualifications

• Expérience en gestion de pratique dans le secteur financier.
• Connaissance solide de la conformité réglementaire et des normes de l'industrie.
• Capacité à transmettre des améliorations opérationnelles.

Responsibilities

• Superviser les opérations commerciales quotidiennes pour assurer l'efficacité et la conformité.
• Gérer l'intégration des clients, la documentation et le respect des réglementations.
• Gérer les rapports financiers, les budgets et la performance opérationnelle.

Skills

Leadership

Compliance knowledge

Operational improvements

Communication

Problem-solving

Education

Proven experience in practice management

Experience in financial services or wealth management

Tools

Salesforce

Job description

Job Description

Are you an experienced Practice Manager looking to take your career to the next level? Do you thrive in a fast-paced financial environment and have a passion for operational excellence in wealth management? If so, we want to hear from you!

About Company

A prestigious wealth management firm with ties to SJP are dedicated to providing tailored financial solutions to high-net-worth individuals. With a commitment to excellence and a client-centric approach, they help individuals and families manage their financial future with confidence.

About the Role

As Practice Manager, you will play a pivotal role in ensuring the smooth and efficient operation of the firm. You’ll oversee business processes, compliance, and administration, supporting the Partner in delivering exceptional service to their clients.

Key Responsibilities

? Overseeing daily business operations to ensure efficiency and compliance? Managing client onboarding, documentation, and regulatory adherence? CRM Management - Salesforce ? Diary Management and liaising with UHNW clients ? Enhancing business processes and implementing best practices? Managing financial reporting, budgets, and operational performance

What We’re Looking For

?? Proven experience in practice management within financial services or wealth management (SJP desirable)?? Strong understanding of regulatory compliance and industry standards?? Excellent leadership and team management abilities?? Ability to drive operational improvements and business efficiency?? Strong communication, organization, and problem-solving skills

Why Join?

�? Work with a highly skilled and professional team in a leading financial firm�? Career development and training opportunities�? Competitive salary and benefits package�? A dynamic and supportive work environment

Interested? Apply now!

Send your CV to Ursula Sloan at Financial Divisions