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Practice Manager

2 weeks ago

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


Practice Manager (Financial Services)

Location: Farnham / Guildford area (office based)

Salary:  £40,000 - £50,000 depending on experience

Working as part of the team at an Appointed Representative of St. James's Place Plc.

An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice. You will be managing the operational needs of this busy practice.

The Role: Practice Manager (Financial Services)

  • Reporting to the Partner, as Practice Manager you will manage all operational aspects of the Practice on a daily basis
    • You will be managing the admin support team to effectively deal with all new business and client servicing requirements 
    • You will oversee all the operational aspects of the business on a daily basis 
    • This will include a review of current processes and where appropriate, introducing change within the business 
    • Providing an outstanding level of service to your colleagues and clients will be of upmost importance to you, as a natural leader you will inspire this quality in your team 
    • You will be responsible for managing and developing staff, as well as overseeing their training 
    • You will be managing an HR system, responsible for the CRM systems and will provide Management Information to colleagues. 

The Person: Practice Manager (Financial Services)

  • You will have previous experience in a similar role within an SJP Practice environment
  • You will have experience of managing and developing others
  • You will have a good understanding of how you can add value to this business, and you enjoy working as part of a team
  • You are used to using IT systems and have used Salesforce
  • You will be a confident professional with excellent communication skills and the ability to motivate others. You have common sense, influencing skills and enjoy problem solving

St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £190.2bn. 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.