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.
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