Practice Manager
1 month ago
Are you an experienced financial services administration professional with management experience, looking for a senior support and management role with varied responsibilities?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive practice manager to provide support to the Financial Advisers and general running of the office, support team and business.
You will have senior administration experience from a wealth management background, looking to utilise that in a role that covers general administration, management and operational aspects as well.
Duties for this role will include:
- Overall responsibility for the day to day running of the practice to include people management, business processing, regulatory requirements, marketing and client servicing
- Provide high level technical and administrative support to the Advisers
- 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
You:
- This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style
- Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop
- Experience of working in pension and investment administration
- Senior administration experience working within a wealth management environment
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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