Practice Lead

2 days ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Practice Lead

Salary: £45k - £50k per annum

We are working with a well-established IFA firm based in Wokingham looking to take on a new Practice Lead. Your main responsibility will be to lead the day-to-day operations of the practice, leading all support staff across both paraplanning and administration teams to ensure the practice delivers an excellent service to their clients.

Key Responsibilities:
  • Lead and manage the operations of the firm, including administrative functions, paraplanning, and client service.
  • Diary management for the Managing Directors - contacting clients, booking meetings, preparing meeting packs.
  • Supervise and support a team providing guidance, training, performance feedback, and helping with any issues.
  • Develop and maintain strong relationships with our clients, addressing enquiries, resolving issues, and proactively identifying opportunities to add value.
  • Calling and booking meetings with prospective clients.
  • Plan and execute client events.
  • Liaise with 3rd party providers to ensure we receive clients' funds efficiently.
  • Monitor the pipeline diligently and provide weekly updates on progress with a focus on high priority cases.
  • Provide Management Information to the Directors during weekly meetings.
  • Collaborate with financial advisors and other team members to optimise workflow and enhance client experiences.
  • Oversee client onboarding processes, account maintenance, and reporting activities.
  • Monitor KPIs and operational metrics to identify areas for improvement and drive operational efficiency.

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