Financial Advisor
2 weeks ago
Practice Manager – St. James’s Place Partner PracticeLocation: North London (Stunning Offices)Salary: £30,000 – £50,000 (DOE) + BenefitsHours: Full-time, Office-BasedAbout the PracticeAn established and highly regarded St. James’s Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the day-to-day operations of the business.The Practice provides bespoke financial planning and wealth management advice to private clients, renowned for its exceptional client service and long-term relationships. Operating from beautiful, modern offices, this is an excellent opportunity for an organised and motivated professional to join a growing and ambitious team.The RoleAs Practice Manager, you will play a pivotal role in ensuring the smooth and efficient running of the Practice. You’ll lead and support the administration and paraplanning teams, oversee client servicing and compliance processes, and work closely with the Partner to enhance business performance and client satisfaction.Key ResponsibilitiesOversee daily operations, ensuring efficient workflows and exceptional client service.Manage and support the admin and paraplanning teams, including regular check-ins and performance reviews.Maintain and monitor compliance procedures in line with SJP and FCA requirements.Coordinate client review meetings, manage diaries, and ensure timely completion of all related documentation.Support the Partner with management reporting, business planning, and process improvements.Maintain accurate records using the Practice’s CRM systems.Act as the main point of contact for operational queries from clients, SJP, and internal team members.About YouProven experience in a Practice Management, Operations, or Senior Administrative role within an SJP Partner Practice or wealth management firm.Strong leadership and organisational skills, with the ability to manage multiple priorities effectively.Excellent understanding of financial services processes, client servicing, and regulatory compliance.High attention to detail with a proactive, solutions-focused mindset.Confident communicator with strong interpersonal skills and a client-first approach.Proficient in Microsoft Office and CRM systems (Salesforce or Intelliflo experience advantageous).What’s on OfferCompetitive salary £35,000 – £50,000, depending on experience.Discretionary bonus and pension contribution.Supportive, professional environment within a highly respected SJP Partner Practice.Ongoing professional development and opportunities for progression.A stunning office setting in North London, fostering a collaborative and high-performing culture.If you’re an ambitious Adviser looking to grow your career within a respected, client-focused firm — my client would love to hear from you. Please contact Sam at Financial Divisions Samn@negbenebor@financialdivisions.co.uk
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Financial Advisor Support
3 days ago
Barnet, United Kingdom Financial Divisions Full time**Overview** Are you looking for an opportunity to join a fast-growing dynamic practice of Financial Advisers based in an idyllic and leafy part of Barnet where your career will blossom as you gain experience and demonstrate exam success ( RO exams)? My client, has beenestablished for over 10 years with the vision to be trusted advisors and financial...
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Financial Advisor
1 week ago
Barnet, United Kingdom Financial Divisions Full timePractice Manager – St. James’s Place Partner PracticeLocation: North London (Stunning Offices)Salary: £30,000 – £50,000 (DOE) + BenefitsHours: Full-time, Office-BasedAbout the PracticeAn established and highly regarded St. James’s Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the...
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Financial Advisor
2 weeks ago
Barnet, United Kingdom Financial Divisions Full timePractice Manager – St. James’s Place Partner Practice Location: North London (Stunning Offices) Salary: £30,000 – £50,000 (DOE) + Benefits Hours: Full-time, Office-Based About the Practice An established and highly regarded St. James’s Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the...
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Financial Advisor
3 days ago
Chipping Barnet, United Kingdom Financial Divisions Full timeBase pay range This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from Financial Divisions Location: North London (Stunning Offices) Hours: Full-time, Office-Based About the Practice An established and highly regarded St....
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Financial Advisor
2 weeks ago
Barnet, Greater London, United Kingdom Financial Divisions Full timePractice Manager – St. James’s Place Partner Practice Location: North London (Stunning Offices) Salary: £30,000 – £50,000 (DOE) + Benefits Hours: Full-time, Office-Based About the Practice An established and highly regarded St. James’s Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the...
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Financial Advisor
2 days ago
Barnet, Greater London, United Kingdom Financial Divisions Full timeHours: Full-time, Office-Based The Practice provides bespoke financial planning and wealth management advice to private clients, renowned for its exceptional client service and long-term relationships. Operating from beautiful, modern offices, this is an excellent opportunity for an organised and motivated professional to join a growing and ambitious team....
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Financial Administrator
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East Barnet, United Kingdom Brayson Consulting Ltd Full timeFINANCIAL SERVICES ADMINISTRATOR NEEDED The successful Financial Services Administrator will enjoy Financial Services and work closely with the Financial Advisor. Some of the key duties of the Financial Services Administrator will include: - Liaison with providers to obtain relevant information - Provide administrative support to the Financial Planner -...
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Housing Advisor
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Barnet, United Kingdom Ingeus UK Full time500588 - Barnet, England, United Kingdom - Greater London, United Kingdom - Employability - Advice & Guidance - Full Time / Permanent - Opening on: Oct 10 2024 - Closing on: Nov 8 2024 **Housing Advisor** **Location**: Barnet **Salary**: £32,000 Ingeus are currently looking for a Housing Advisor to provide participants on Restart with informed support,...
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Housing Advisor
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Barnet, United Kingdom Ingeus UK Full time500459 - Barnet, England, United Kingdom - Employability - Administration & Reception - Advice & Guidance - Community Services & Development - Consulting & Strategy - Customer Service Show More Show Less - Full Time / Permanent - Opening on: Sep 16 2024 - Closing on: Oct 13 2024 **Housing Advisor** **Location**: Barnet **Salary**: £32,000 Ingeus are...
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Cdm Advisor
3 days ago
Barnet, United Kingdom Brandon James Health & Safety Full timeA sizable, highly successful construction consultancy are looking to appoint an experienced CDM Consultant to deliver Health and Safety Advisory and a Principal Designer service in their Barnet office, working ideally around the South East area. An exciting opportunity to be part of a health and safety team across a wide range of high value residential,...
