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For Companies At a Glance
- Tasks: Manage daily operations, support financial advisers, and drive business strategy.
- Company: Join a top FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy a full-time role with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team, fostering creativity and making a real impact.
- Qualifications: Previous management experience, ideally in Financial Services, is required.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 28800 - 43200 £ per year.
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 which supports a number of highly successful Financial Advisers.
The Practice Manager will support the Principal Partner and be responsible for all aspects of People Management, Marketing and Business Strategy. This role would suit an individual who has some previous experience in management (ideally in Financial Services) and is looking to take the next step in their career.
Key Responsibilities:
- Drive the business forward with creativity and positivity in line with the Business Vision and play a key part in building a long-term sustainable business.
- Evaluate both individual and team performance via regular performance management, annual appraisals, and objective setting.
- Manage the Business Pipeline and Finances, providing regular reporting on the business’s performance to Partner.
- Ensure the business is fully compliant including all licensing, professional development, regulatory and legislative requirements.
- Ensure both Partner and Advisers are working as effectively and efficiently as possible, delivering support for diary management and business planning.
- Take responsibility for all internal processes, development and delivery of training tools, use of new technology/systems etc.
- Support with Marketing and events, creating and managing key projects to promote business development.
- Undertake financial budgeting and forecasting to aid/drive decision making across the business including resourcing plans.
- Share knowledge and skills within the team to ensure development of individuals, including the delivery of team days and other training where appropriate.
Experience Required:
- Experience of managing people and teams, including recruitment, performance management, reward, training, development, motivation, and retention.
- Effective project management skills and a positive ‘can do’ attitude.
- Excellent IT skills including working knowledge of Microsoft Office Word, Excel, PowerPoint and Outlook.
James’s Place plc (SJP) is a leading, 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.
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 Administrator (Full Time) employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Administrator (Full Time)
✨Tip Number 1
Familiarise yourself with the specific financial services sector, especially the operations of a Practice Manager. Understanding the nuances of managing a team of Financial Advisers will give you an edge in discussions during interviews.
✨Tip Number 2
Showcase your project management skills by preparing examples of past projects you've successfully managed. Be ready to discuss how you drove business development and improved operational efficiency in previous roles.
✨Tip Number 3
Network with professionals in the financial services industry, particularly those who have experience as Practice Managers. This can provide you with insights into the role and may even lead to referrals or recommendations.
✨Tip Number 4
Prepare to discuss compliance and regulatory requirements relevant to the financial services sector. Being knowledgeable about these aspects will demonstrate your readiness to handle the responsibilities of the role effectively.
We think you need these skills to ace Practice Administrator (Full Time)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in management, particularly within financial services. Emphasise your skills in people management, project management, and any specific achievements that align with the responsibilities of a Practice Manager.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Discuss how your previous experiences have prepared you for managing operational needs and supporting financial advisers, and express your vision for contributing to the business's growth.
Highlight Relevant Skills: In your application, be sure to mention your proficiency in Microsoft Office and any other relevant IT skills. Discuss your experience with budgeting, forecasting, and compliance to demonstrate your capability in managing the business's finances and regulatory requirements.
Showcase Leadership Experience: Provide examples of your leadership experience, including how you've managed teams, conducted performance evaluations, and facilitated training. This will help illustrate your ability to support both the Principal Partner and the advisers effectively.
How to prepare for a job interview at Burgh Recruitment
✨Showcase Your Management Experience
Be prepared to discuss your previous management roles, especially in financial services. Highlight specific examples of how you've successfully managed teams, handled performance evaluations, and contributed to business strategy.
✨Demonstrate Your Financial Acumen
Since the role involves managing finances and budgeting, be ready to talk about your experience with financial reporting and forecasting. Bring examples of how your financial decisions have positively impacted a previous organisation.
✨Emphasise Your Project Management Skills
The Practice Manager role requires effective project management. Prepare to discuss past projects you've led, focusing on your ability to manage timelines, resources, and team dynamics to achieve successful outcomes.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations and standards in the financial services sector. Be ready to explain how you've ensured compliance in previous positions and your approach to maintaining it.
