Wealth Management Practice Manager | Ops & Team Lead

Burgh Recruitment Ltd; Greater London; On-site; GBP 27,000 - 45,000; Full time

Job summary

St. James’s Place plc partners a wealth-management practice seeking a focused Practice Manager to oversee daily operations, drive client service excellence, regulatory compliance, and team performance.

The role supports Financial Advisors by managing non-advisory functions, enabling advisers to focus on client relationships and financial planning, with opportunities to grow qualifications and earn rewards for high performance.

Qualifications

• Experience in Financial Services in a private client environment.
• SJP experience preferred.
• Excellent literacy and numeracy.
• Ability to create intelligent data and use it for analysis and marketing purposes.
• Strong organisational & leadership skills with attention to detail.
• Self-starter, able to work independently and lead people.
• Experience using Salesforce, LinkedIn, AI, comms & technology tools.

Responsibilities

• Coordinate team workflow to optimise output and drive the team forward with efficient collaboration.
• Set weekly priorities, distribute workload, and conduct regular 1-1s to support performance management.
• Liaise with advisers, providers, and administration centres to progress cases to completion.
• Support the admin team to ensure processes align with Practice and regulatory standards – maximise PQS and productivity metrics.
• Coordinate communication with clients and third-party providers and deliver regular updates to the Advisors.
• Track leads, referrals, and pipeline activity in Salesforce across the business.
• Engage with clients and develop strong working relationships.
• When required complete suitability reports, process applications and submit advice sets.

Skills

Financial services

Private client

Salesforce

LinkedIn

AI tools

Data analysis

Leadership

Organisational skills

Communication

Self-starter

Technology tools

Tools

Salesforce

LinkedIn

AI

Job description

St. James’s Place plc partners a wealth-management practice seeking a focused Practice Manager to oversee daily operations, drive client service excellence, regulatory compliance, and team performance.

The role supports Financial Advisors by managing non-advisory functions, enabling advisers to focus on client relationships and financial planning, with opportunities to grow qualifications and earn rewards for high performance.