Practice Manager
2 weeks ago
PA / Practice Administrator - Wealth Management
Location: Remote
Hours: Full Time
Salary: Up to £35,000 depending on experience
Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to a wide range of clients.
Your role will be to manage all the day-to-day operations of the business, including:
- Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
- Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
- Issuing and following up on Letters of Authority with clients and third parties
- Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
- You will be managing and collating key data for reports and reviews
- Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
- You will be processing new business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
To be the perfect candidate for this role you will need:
- You must have proven work experience as an Administrator with an SJP Partner Practice
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- The adaptability and resourcefulness to work remotely
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
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 £184.4bn.
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.
-
Practice Manager
2 months ago
UK, UK, United Kingdom Illuminate Recruitment Ltd Full timeWe are looking for an experienced Practice Manager from the veterinary sector to join a fast growing award winning vet-tech firm with a brand new luxury clinic opening in Barnet. If you are a strong operational leader who can support a dedicated team in providing top-notch care and service, keep reading! Your Mission:Ensure smooth and efficient clinic...
-
PA / Practice Administrator - Wealth Management
8 hours ago
UK, UK, United Kingdom Burgh Recruitment Full timePA / Practice Administrator - Wealth ManagementLocation: RemoteHours: Full TimeSalary: Up to £35,000 depending on experienceAre you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?You will be working as part of the team at a highly respected Appointed...
-
Operations Director
1 month ago
UK, UK, United Kingdom Austen Lloyd Legal Recruitment Full timeOperations Director / Practice Manager - Legal Practice - NorfolkWe are working alongside an impressive and successful law firm, seeking a Operations Director to join their thriving practiceThis is an integral leadership role within the team, the role offers the chance to shape and lead the firm’s strategic and operational functions, contributing to its...
-
Full Stack Developer
2 weeks ago
UK, UK, United Kingdom My Practice Cloud Full timeAbout Us At My Practice Cloud (MPC) we’re transforming dental practice management with powerful tools for financial reporting, performance tracking, and multi-location management. Our intuitive platform delivers essential insights, helping practices streamline operations, engage teams, and drive data-informed growth.Our small, agile team fosters...
-
Monitoring, Evaluation
2 months ago
UK, UK, United Kingdom Chemonics UK Full timeBackground:Since formally launching Chemonics UK in May 2019, we have established a strong and diverse portfolio of UK Aid-funded programmes as well as partnerships with European bilaterals and development banks. We work with government and development sector counterparts across the world to deliver programmes in sectors including climate action, education,...
-
Cloud Practice Lead
2 weeks ago
London, UK, UK, United Kingdom GlobalLogic Full timeWe are seeking a highly experienced and motivated Practice Lead to establish and lead a practice specializing in AWS cloud migration and modernization. The successful candidate will have a deep understanding of cloud technologies, a proven track record in managing and delivering complex cloud migration projects, and the ability to build and grow a...
-
Recruitment Practice Director
2 months ago
UK, UK, United Kingdom Permanent People Rec2Rec Full timeRecruitment Practice Director – Creative SectorLondon, UKAbout Our ClientPermanent People are working with a leading recruitment agency in London who specialise in the creative sector. With a client base includes top design studios, advertising agencies, tech innovators, and media companies, they are passionate about connecting exceptional talent with...
-
Cyber Security Practice Director
4 weeks ago
UK, UK, United Kingdom SoftServe Full timeWE ARESoftServe is looking for Cyber Security Director to run a Multi-million Euro Security Services Pipeline in the EU. The ideal candidate will have an extensive background in developing, leading, and delivering Cyber Security engagements, coupled with the stature and capability to engage with executives at CTO/CXO/Board levels. Experience in EU Public...
-
Associate - Global Banking Practice
2 months ago
UK, UK, United Kingdom Sheffield Haworth Full timeIntroductionSheffield Haworth is a global consultancy founded in 1993. We have a history of assisting our clients in realising their potential and delivering a competitive advantage in a fast-changing world. Our vision is to be a leading global consultancy in people and transformational change. Our services include executive search, on-demand and interim...
-
UK, UK, United Kingdom Intellias Part timeWe have a dream: to change industries through the power of digital technology. With a team of top-notch engineers by your side, you will develop groundbreaking solutions at Intellias.Let’s code the future together!Project Overview:Intellias is looking for a seasoned consultant with a strong tech background, who will help shape our Mobile offering as a part...
-
Early Years ITT Tutor
1 month ago
London, UK, UK, United Kingdom Best Practice Network Full timeAbout Us:We at Best Practice Network share the belief that every child, regardless of their background, should benefit from an excellent education. To achieve that, we support and train the educational professionals who work alongside them to be the best they can be, so in turn, they can transform the lives of children and young people.We're a friendly,...
-
GxP Training Manager
2 weeks ago
UK, UK, United Kingdom Walker Cole International Full timeWalker Cole International is searching for a GxP Training Manager to join a growing logistics company based in the Midlands. As the GxP Training Manager, you will design and execute GxP training for the quality department. Key Responsibilities as the GxP Training Manager: Develop and deliver GxP training strategy.Train staff on delivering content.Act as the...
-
Environmental Manager
2 months ago
UK, UK, United Kingdom AVENTA Full timeRole summaryWe are seeking an experienced and dedicated Environmental Manager to oversee our UK project. The ideal candidate will be responsible for ensuring that all environmental policies and regulations are adhered to throughout the project lifecycle. This role requires a proactive approach to managing environmental risks and promoting sustainability...
-
Sustainability Manager
5 days ago
UK, UK, United Kingdom New Street Consulting Group Full timeSustainability ManagerAbout the RoleMy client is seeking a passionate and results-oriented Sustainability Manager to join their growing team. This key role will be responsible for developing and implementing my client's sustainability strategy, ensuring alignment with company objectives and industry best practices. The successful candidate will play a...
-
Sustainability Manager
1 month ago
UK, UK, United Kingdom Teare Selection Full timeOur client believes in creating a better future by integrating sustainable practices into everything they do. As a leader in their sector, they are committed to reducing their environmental footprint, driving innovation, and fostering a culture of responsibility and inclusivity. They are now looking to recruit an experienced sustainability professional to...
-
Quality Manager
2 months ago
UK, UK, United Kingdom Walker Cole International Full timeWalker Cole International is currently supporting a Midlands-based company in their search for a Quality Manager and Responsible Person. You will be responsible for:Acting as the Responsible Person (RP) for the site.Oversight of Good Manufacturing Practice and Good Distribution Practice processes.Conduct routine GMP/GDP audits of suppliers.Maintaining the...
-
Project Manager
2 months ago
UK, UK, United Kingdom Mitie Full timeProject ManagerDudley – Full TimeMitie are recruiting for a new Project Manager to join the PFI Healthcare team to lead on the management and delivery of project works on time and within budget, generating and executing various projects on customer sites.What are the main responsibilities?You will work to deliver project plans and act as a trusted advisor...
-
BD & Marketing Manager
1 month ago
UK, UK, United Kingdom LAW Absolute Full timeBD & Marketing Manager Regulatory & Public LawHybrid working A city law firm is looking to recruit a BD & Marketing Manager to head up their highly ranked Regulatory & Public Law practice. Reporting to the Head of BD and with support from an Executive, you will be instrumental in supporting the growth and profile raising for the team.The role will see you...
-
Quality Assurance Manager
1 month ago
UK, UK, United Kingdom FORT Full timeAbout the JobWe are a fast-growing technology company specializing in AI-driven solutions designed to support students with language barriers and learning difficulties. Our mission is to revolutionize education by empowering schools with intelligent tools that improve teaching strategies and outcomes for children facing learning challenges. With a strong...
-
Database Manager
1 month ago
UK, UK, United Kingdom MPI Limited Full timeDatabase Manager Contract: Long-term / On-goingDay rate: £750 a day (Outside IR35)Monday - Friday Role Overview We are looking for a highly skilled and motivated Database Manager to oversee and maintain the integrity, security, and performance of our company’s databases. You will play a key role in the development and implementation of database systems,...