Practice / Operations Manager - Esher, Surrey

Artemis Recruitment Consultants Ltd; Esher; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a Practice/Operations Manager to join their team in Esher. This hybrid role offers the opportunity to provide high-level support while managing client relationships in a dynamic environment. The ideal candidate will possess extensive experience in the Financial Services sector, showcasing excellent problem-solving abilities and effective communication skills. You'll be responsible for overseeing workflow and ensuring that the team operates efficiently. If you're looking for a role where you can make a significant impact while working collaboratively, this position is perfect for you.

Qualifications

• Experience in managing workflow and systems within an SJP practice.
• Strong client interaction skills with the ability to build rapport.

Responsibilities

• Provide technical and administrative support to the Advisers/Practice Manager.
• Manage holiday bookings and ensure efficient team operations.

Skills

Problem Solving

Client Management

Communication

Time Management

Attention to Detail

Education

Senior Administration Experience

Experience in Financial Services

Tools

Salesforce

Microsoft Office

Job description

Type of Position: Practice / Operations Manager - Esher
Pay: £40k - £50k
Reference: Esher4

Practice / Operations Manager - Esher, Surrey

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

This position will be hybrid working - 4 days based in the office in Esher.

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

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