Practice Manager

Practice Manager/Senior Administrator

Location: London, Kingsway (Office based role)

Job Type: Fulltime, Permanent

Salary: £32- £40k per annum + discretionary bonus based on performance.

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.