Practice Manager

Join a dynamic team as an Appointed Representative of St. James's Place Wealth Management Plc. in the heart of Kingsway, London, where you'll play a pivotal role in supporting a Partner by managing the operational needs of the practice.

About the Role

Take charge of the operational backbone of a thriving practice, ensuring seamless administration and back-office operations, allowing the Partner to focus on client relationships. You will be supporting a wealth manager to provide bespoke financial solutions for the individual needs of a client bank of high net worth individuals and businesses.

• Provide top-tier technical and administrative support, maintaining exceptional customer service standards for the Practice's esteemed clientele.
• Act as a primary point of contact for clients and external parties, handling inquiries with professionalism and efficiency.
• Ensure swift processing of business transactions using specialised software (e.g. Salesforce, iBusiness, Voyant, FE Analytics), leveraging platforms like Salesforce to uphold high Quality of Documentation scores.

What You Bring

• Thrive in a stimulating role suited for a proactive, numerically adept professional with a 'can-do' attitude and a knack for initiative.
• Bring several years of experience in Financial Services, backed by solid industry knowledge and a passion for ongoing growth and development.
• Demonstrate outstanding communication and organisational skills, coupled with the ability to work autonomously and decisively.
• Possess confidence in interfacing with third parties and handling sensitive information discreetly.
• While advantageous, qualifications such as a Financial Planning Certificate or progress towards the Level 4 Diploma are not mandatory.

Why Join Us

• Be part of a well-established, highly successful business at the forefront of UK Wealth Management.
• Access comprehensive training on office systems and SJP's business processes, ensuring you're equipped for success from day one.
• Enjoy a competitive salary up to £40k per annum plus performance-based bonuses, reflecting your contributions and commitment.
• Benefit from the prestige and stability of St. James's Place Wealth Management plc, a leading FTSE 100 company managing over £180bn in client funds.

Person Specification

The skills and experience outlined in the person specification are essential unless stated otherwise.

Qualifications

• A relevant qualification such as the Financial Planning Certificate or progress towards the Level 4 Diploma would be an advantage but is not essential (Desirable)
• Evidence of continuous learning and improvement (Desirable)

Experience and Skills

• Excellent IT skills using Microsoft Office (e.g. Outlook, Word, Excel etc.)
• Proficient in the use of Salesforce, iBusiness, Voyant, FE Analytics (Desirable)
• Excellent financial administrative skills (e.g. uploading client information, producing product illustrations, business submission, DocuSign, etc.)
• Experience of providing executive assistance to senior staff (e.g. minuting, diary management, client enquiry management etc.)
• Experience of supporting compliance processes
• Excellent team-working skills
• Excellent organisational skills and the ability to work to tight deadlines.
• Commitment to ensuring the quality and integrity of key deliverables, adhering to relevant standards, regulations, and best practices.
• Good communication and influencing skills, including excellent writing skills. Ability to speak clearly, write persuasively and listen attentively.
• Excellent team-working skills combined with the ability to work unsupervised.
• Demonstrated ability to provide exceptional customer service, ensuring client satisfaction and fostering positive relationships.

Behaviours

• Comfortable working with a level of autonomy and has the ability to use their initiative.
• Demonstrates a positive attitude and enthusiasm for their work.
• Proven experience as self-starter with a track-record of working productively to meet goals.
• Ability to work under pressure whilst maintaining attention to detail.
• Strong emotional intelligence and interpersonal skills
• Punctual and reliable

How to apply

• Apply by sending an up to date CV
• Please note that a standard Financial and Identity check will be conducted for successful candidates joining this Partner Practice.