Current jobs related to Financial Practice Supervisor - Lincolnshire - Burgh Recruitment Ltd (Financial Services)

  • Practice Supervisor

    1 week ago

    Lincoln, Lincolnshire, United Kingdom Tripod Partners Full time

    Hybrid working £This is a first tier line manager post to assist the Team Manager in the efficient and effective delivery of social work service. Practice Supervisors are qualified social workers whose primary function is to supervise the practice and decision-making of Approved Child and Family Social Workers, and to develop the skills of individuals and...

  • Practice Supervisor

    5 months ago

    North East Lincolnshire, United Kingdom North East Lincolnshire Council Full time

    **Our Children, Our Future** **Following the recent appointments of a permanent Children’s Services Senior Leadership Team, including an Director of Children’s Services, Service Directors and Deputy Service Directors, there has never been a more exciting time to join North East Lincolnshire Council’s Children’s Services.** - Our _transformation...

  • Practice Supervisor

    4 months ago

    North East Lincolnshire, United Kingdom North East Lincolnshire Council Full time

    **Our Children, Our Future** **Following the recent appointments of a permanent Children’s Services Senior Leadership Team, including an Director of Children’s Services, Service Directors and Deputy Service Directors, there has never been a more exciting time to join North East Lincolnshire Council’s Children’s Services.** - Our _transformation...

  • Practice Supervisor

    4 months ago

    North East Lincolnshire, United Kingdom North East Lincolnshire Council Full time

    **Our Children, Our Future** **Following the recent appointments of a permanent Children’s Services Senior Leadership Team, including an Director of Children’s Services, Service Directors and Deputy Service Directors, there has never been a more exciting time to join North East Lincolnshire Council’s Children’s Services.** - Our _transformation...

  • Practice Supervisor

    1 week ago

    Lincoln, Lincolnshire, United Kingdom Tripod Partners Full time

    Tripod wishes to speak to Practice supervisors in the East Midlands area Hybrid working £38p/h This is a first tier line manager post to assist the Team Manager in the efficient and effective delivery of social work service. Practice Supervisors are qualified social workers whose primary function is to supervise the practice and decision-making of...

  • Senior Wealth Management Leader

    4 weeks ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job DescriptionCastlegate Financial Management Ltd is seeking a highly experienced and visionary leader to join our team as Managing Director, leading the charge in shaping the future and continued growth of our wealth management services.We are a trusted wealth management company with a proven track record of success, and we are poised for continued growth...

  • Senior Wealth Management Leader

    4 weeks ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job DescriptionCastlegate Financial Management Ltd is seeking a highly experienced and visionary leader to join our team as Managing Director, leading the charge in shaping the future and continued growth of our wealth management services.We are a trusted wealth management company with a proven track record of success, and we are poised for continued growth...

  • Debt Supervisor

    3 weeks ago

    North Lincolnshire, United Kingdom Citizens Advice North Lincolnshire Full time

    About the RoleWe are seeking an experienced Debt Supervisor to join our team at Citizens Advice North Lincolnshire. As a key member of our debt and money advice team, you will be responsible for managing day-to-day operations, supervising staff, and ensuring consistent quality assured debt services.Key ResponsibilitiesDeliver and supervise debt and money...

  • Debt Supervisor

    3 weeks ago

    North Lincolnshire, United Kingdom Citizens Advice North Lincolnshire Full time

    About the RoleWe are seeking an experienced Debt Supervisor to join our team at Citizens Advice North Lincolnshire. As a key member of our debt and money advice team, you will be responsible for managing day-to-day operations, supervising staff, and ensuring consistent quality assured debt services.Key ResponsibilitiesDeliver and supervise debt and money...

  • Senior Wealth Management Leader

    4 weeks ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Title: Senior Wealth Management LeaderWe are seeking an experienced and visionary leader to join our team as Senior Wealth Management Leader, responsible for shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.About Castlegate Financial Management LtdCastlegate Financial Management Ltd is...

  • Senior Wealth Management Leader

    4 weeks ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Title: Senior Wealth Management LeaderWe are seeking an experienced and visionary leader to join our team as Senior Wealth Management Leader, responsible for shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.About Castlegate Financial Management LtdCastlegate Financial Management Ltd is...

  • Production Supervisor

    1 week ago

    Dyke, Lincolnshire, United Kingdom Ambitions Personnel Full time €40,000 - €45,000

    Production Supervisor Monday - Friday, 6am to 4pm. Must be Flexible, paid overtime. Permanent job £40K up to £45k Are you an experienced individual with a background as Production Supervisor? Are you approachable, with a good attention of detail? Then this job role may be for you! Key responsibilities: * Ensure safe working practices are maintained...

  • Managing Director

    1 month ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate Financial Management | Job Description | Managing DirectorWe’re looking for an experienced, visionary leader to join our team as Managing Director, leading the charge in shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.Castlegate is a trusted wealth management company with an...

  • Managing Director

    1 month ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate Financial Management | Job Description | Managing DirectorWe’re looking for an experienced, visionary leader to join our team as Managing Director, leading the charge in shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.Castlegate is a trusted wealth management company with an...

  • Managing Director

    1 month ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Title: Managing DirectorCastlegate Financial Management Ltd is seeking an experienced and visionary leader to join our team as Managing Director. As a key member of our leadership team, you will play a crucial role in shaping the future and continued growth of our company.About the RoleWe are looking for a seasoned leader with a proven track record of...

  • Managing Director

    1 month ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Title: Managing DirectorCastlegate Financial Management Ltd is seeking an experienced and visionary leader to join our team as Managing Director. As a key member of our leadership team, you will play a crucial role in shaping the future and continued growth of our company.About the RoleWe are looking for a seasoned leader with a proven track record of...

  • Chief Executive Officer

    4 weeks ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Title: Managing DirectorWe are seeking an experienced and visionary leader to join our team as Managing Director, leading the charge in shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.About UsCastlegate Financial Management Ltd is a trusted wealth management company with an impressive,...

  • Chief Executive Officer

    3 weeks ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Title: Managing DirectorWe are seeking an experienced and visionary leader to join our team as Managing Director, leading the charge in shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.About UsCastlegate Financial Management Ltd is a trusted wealth management company with an impressive,...

  • Financial Analyst

    2 weeks ago

    Lincolnshire, United Kingdom MorePeople Full time

    Finance Analyst OpportunityAre you a seasoned finance professional looking to take your career to the next level? We're seeking a highly skilled Finance Analyst to join our dynamic team at MorePeople.Key Responsibilities:Provide in-depth financial analysis of business units, ensuring accuracy and timeliness.Develop and present financial models to inform...

  • Chief Executive Officer

    4 weeks ago

    Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Title: Managing DirectorCastlegate Financial Management Ltd is seeking an experienced and visionary leader to join our team as Managing Director. As a key member of our leadership team, you will play a crucial role in shaping the future and continued growth of our company.About the RoleWe are looking for a seasoned leader with a proven track record of...

Financial Practice Supervisor

2 months ago

Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Position: Financial Practice Supervisor

Location: Lincoln

Compensation: Up to £45,000 based on experience

Work Schedule: Primarily office-based with one remote workday each week

Are you an experienced professional in the Financial Services sector, particularly in Investment or Wealth Management, seeking a new opportunity? A remarkable position has opened for a seasoned Financial Practice Supervisor to join a well-established and successful St. James's Place Partner Practice.

Key Responsibilities:

  • Delivering exceptional client service is paramount, and you will motivate your team to uphold this standard.
  • Overseeing the Partner's schedule, coordinating client meetings, and managing client reviews while ensuring efficient processing of all business activities.
  • Assisting the Partner in recruitment efforts and providing training and development for all team members.
  • Contributing to the development of innovative marketing strategies.
  • Evaluating existing processes and implementing necessary changes to enhance business operations.

Candidate Profile:

  • Extensive administrative experience, preferably within a Financial Advisory setting or in the investment/wealth management sector.
  • Proven ability to manage workflows, systems, and operational procedures.
  • Familiarity with relevant regulations and compliance standards.
  • Experience with client management systems, such as Salesforce.
  • Strong background in managing client accounts and fostering relationships.
  • Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel).
  • Professional demeanor with the ability to handle sensitive information with discretion.

St. James's Place plc (SJP) is a prominent and respected FTSE 250 Wealth Management firm, offering a variety of Investment and Retirement solutions to a High Net Worth clientele. With over £181.9 billion in funds under management, this practice is well-established and thriving.

Note: This Partner Practice will conduct standard Financial and Identity checks on candidates who are offered a position.

Application Process: When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you acknowledge the Privacy Policy and complete your application accordingly.