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- Tasks: Lead a team, manage client queries, and provide technical support in a wealth management practice.
- Company: Join a well-established SJP Practice in Lincoln, known for its supportive work environment.
- Benefits: Enjoy a stable office-based role with opportunities for professional growth and development.
- Other info: This role requires flexibility and the ability to manage multiple tasks effectively.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in financial services.
- Qualifications: Experience in financial services, strong communication skills, and proficiency in Microsoft Office required.
The predicted salary is between 28800 - 43200 £ per year.
We are working with a well-established SJP Practice based in Lincoln that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem solving skills and be able to prioritise your workload whilst working independently or as part of the team. This will be an office-based position, working in Central Lincoln. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or team leader.
Responsibilities:
- Provide high level technical and administrative support to the Advisers/Practice Manager;
- Deal effectively with queries from clients and other parties through effective communication;
- Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
- Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skills and processes;
- Provide technical support and training to new/junior staff joining the practice;
- Manage holiday bookings for team members;
- Ensure that files are complete with all required client identification documentation and necessary application forms;
- Process applications accurately and record the required management information;
- Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
Knowledge, experience and skills:
- Senior administration experience of working within an SJP practice or investment/wealth management environment;
- Experience of managing workflow, systems and procedures;
- Knowledge of relevant regulation and legislation;
- Experience of client management systems such as Salesforce;
- Experience of managing client accounts and relationships;
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving;
- Professional and confident in dealing with people, working with total discretion at all times.
Practice Manager (Wealth Management) - Lincoln employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager (Wealth Management) - Lincoln
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience in SJP practices. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific client management systems mentioned in the job description, such as Salesforce. Consider taking a short course or tutorial to enhance your skills, which will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss your problem-solving skills in detail during interviews. Think of specific examples where you've successfully managed complex client queries or improved workflow processes in previous roles.
✨Tip Number 4
Showcase your ability to work both independently and as part of a team. Be ready to share experiences that highlight your flexibility and how you’ve effectively communicated with team members to achieve shared goals.
We think you need these skills to ace Practice Manager (Wealth Management) - Lincoln
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in administration or team leadership roles. Emphasise your problem-solving skills and ability to manage workflows effectively.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities and skills mentioned in the job description. Use examples from your past experience to demonstrate how you meet the requirements for the Practice Manager role.
Highlight Communication Skills: Since effective communication is key for this role, ensure you provide examples of how you've successfully managed client queries and built rapport with clients in previous positions.
Showcase Technical Proficiency: Mention your experience with client management systems like Salesforce and your proficiency in Microsoft Office. Highlight any specific achievements that demonstrate your technical support capabilities.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Experience
Make sure to highlight your previous experience in the financial services industry, especially if you've worked in a similar role. Be prepared to discuss specific examples of how you've managed workflows and supported advisers in past positions.
✨Demonstrate Problem-Solving Skills
Since the role requires excellent problem-solving abilities, come prepared with examples of complex client queries you've resolved. This will show your potential employer that you can handle challenges effectively.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and confidently, both in person and over the phone. You might even want to role-play common scenarios with a friend to build your confidence.
✨Emphasise Teamwork and Flexibility
The job involves working both independently and as part of a team. Be ready to discuss how you've successfully collaborated with others in the past and how you adapt to changing situations or priorities.