Wealth Management jobs in United Kingdom

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19/03/2025

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

We are working with a well-established SJP Practice based in Esher, Surrey that is 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 as part of the team.

We are looking for candidates who have 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.

1. Provide high-level technical and administrative support to the Advisers/Practice Manager;
2. Deal effectively with queries from clients and other parties through effective communication;
3. Be the point of escalation for complex client queries, liaising with the respective adviser, clients, and third parties as appropriate;
4. Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skills and processes;
5. Provide technical support and training to new/junior staff joining the practice;
6. Manage holiday bookings for team members;
7. Ensure that files are complete with all required client identification documentation and necessary application forms;
8. Process applications accurately and record the required management information;
9. Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;

1. Senior administration experience of working within an SJP practice or investment/wealth management environment;
2. Experience of managing workflow, systems, and procedures;
3. Knowledge of relevant regulation and legislation;
4. Experience of client management systems such as Salesforce;
5. Experience of managing client accounts and relationships;
6. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
7. Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
8. Strong attention to detail;
9. Manages time effectively with the ability to multi-task;
10. Keeps calm when faced with conflicting demands and handles these effectively;
11. Demonstrates a positive attitude at all times;
12. Works well on own tasks as well as on shared goals as part of a team;
13. Open to change with a creative approach to problem-solving;
14. Professional and confident in dealing with people, working with total discretion at all times.