Practice Lead
2 days ago
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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