Practice Manager

4 weeks ago

Lincoln, United Kingdom Burgh Recruitment Ltd Full time

Practice ManagerLocation - LincolnSalary - Up to £45k, depending on experienceHours - Monday to Friday 08:30-17:15 In Office

An excellent opportunity has arisen for a professional and experienced Practice Manager to work within a highly successful St. James’s Place Partner Practice. This Partner is well established and highly successful.You will be writing reports in respect of the business generated by the Financial Advisers within the Practice.

The Role: Practice Manager

Reporting to the Partner, you will have overall responsibility for the day to day running of the practice.

This will include:

  • Providing outstanding client service will be of upmost importance to you and you will inspire others to do the same
  • You will be responsible for managing the Partners diary, client meetings, client reviews and the processing of all business through the Practice.
  • You will support the Partner with recruitment and develop/train all staff
  • You will support and develop Marketing ideas
  • A review of current processes and where appropriate introducing change within the business

The Person: Practice Manager

  • Senior administration experience working within an SJP practice or an investment/wealth management environment
  • Experience of managing workflow, systems and procedures
  • Knowledge of relevant regulation and legislation
  • Experience of client management systems such as Salesforce
  • Experience of managing client accounts and relationships
  • Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Professional and confident in dealing with people, working with total discretion at all time

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £179bn. This business Is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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