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.

You may be an experienced Practice Manager or a Senior Administrator looking to further develop your skills and knowledge.
You will be looking for a role where you can work closely with a small team to ensure the smooth delivery of all business processes and client servicing requirements. 

The Role: Practice Manager (Financial Services)

• Reporting to the Partner, as Practice Manager you will manage all operational aspects of the Practice.
• 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, and you will inspire this quality in your team 
• You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner and Advisers
• You will ensure that all activity is tracked through the CRM systems and will provide Management Information to the senior management team

The Person: Practice Manager (Financial Services)

• You will have previous experience in a similar role within a professional office environment, ideally in financial services
• 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

If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application.

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 £216.94bn. 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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