Wealth Management Practice Lead — Client & Ops Champion

Artemis Recruitment Consultants Ltd; Epsom; On-site; GBP 45,000 - 60,000; Full time

Job summary

A well-established financial services practice based in Epsom is seeking a skilled Practice Manager to provide high-level administrative support and manage client accounts. The ideal candidate has significant experience in a similar role within wealth management, strong problem-solving abilities, and excellent communication skills. The role is office-based, requiring the ability to manage complex queries and support the team effectively. Competitive remuneration and a collaborative working environment await the right candidate.

Qualifications

• Experience in a similar role within wealth management.
• Ability to manage workflow and client accounts effectively.
• Excellent problem-solving skills and attention to detail.

Responsibilities

• Provide high level technical and administrative support to the Advisers/Practice Manager.
• Be the point of escalation for complex client queries.
• Ensure Practice Support Specialists perform their functions efficiently.

Skills

Senior administration experience

Client management systems (e.g., Salesforce)

Excellent communication skills

Strong attention to detail

Experience with Microsoft Office

Job description

A well-established financial services practice based in Epsom is seeking a skilled Practice Manager to provide high-level administrative support and manage client accounts. The ideal candidate has significant experience in a similar role within wealth management, strong problem-solving abilities, and excellent communication skills. The role is office-based, requiring the ability to manage complex queries and support the team effectively. Competitive remuneration and a collaborative working environment await the right candidate.