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- Tasks: Lead daily operations, manage staff, and support financial advisers in a dynamic wealth management environment.
- Company: Join a successful IFA practice known for providing fee-based advice to high-net-worth clients.
- Benefits: Enjoy a senior role with varied responsibilities and opportunities for professional growth.
- Why this job: Be part of a proactive team that values effective communication and client service.
- Qualifications: Must have senior administration experience in wealth management and strong people management skills.
- Other info: Opportunity to provide training and technical support to new staff.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced financial services administration professional with management experience, looking for a senior support and management role with varied responsibilities? Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive practice manager to provide support to the Financial Advisers and general running of the office, support team and business. You will have senior administration experience from a wealth management background, looking to utilise that in a role that covers general administration, management and operational aspects as well. Duties for this role will include: Overall responsibility for the day to day running of the practice to include people management, business processing, regulatory requirements, marketing and client servicing Provide high level technical and administrative support to the Advisers 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 skill and processes Provide technical support and training to new/junior staff You: This is an interesting …
Practice Manager - Wealth Management employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager - Wealth Management
✨Tip Number 1
Make sure to highlight your management experience in financial services during networking events. Connect with professionals in the wealth management sector and express your interest in practice management roles.
✨Tip Number 2
Stay updated on the latest regulatory requirements and industry trends in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've effectively managed teams and improved operational processes in previous roles. This will showcase your ability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Utilize LinkedIn to connect with current employees at the IFA practice you're interested in. Engaging with them can provide insights into the company culture and potentially lead to a referral.
We think you need these skills to ace Practice Manager - Wealth Management
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in financial services administration and management. Detail specific examples of how you've successfully managed teams and supported financial advisers in previous roles.
Showcase Technical Skills: Include any relevant technical skills that pertain to wealth management, such as knowledge of regulatory requirements, business processing, and client servicing. This will demonstrate your capability to handle the responsibilities outlined in the job description.
Effective Communication: Since the role involves dealing with client queries and providing support, highlight your communication skills. Provide examples of how you've effectively resolved complex issues or communicated with clients and third parties in the past.
Tailor Your Application: Customize your CV and cover letter to align with the specific duties and requirements mentioned in the job description. Use keywords from the job listing to ensure your application stands out to hiring managers.
How to prepare for a job interview at Brevere Group
✨Showcase Your Management Experience
Be prepared to discuss your previous management roles in detail. Highlight specific examples where you successfully led a team, managed operations, or improved processes within a wealth management context.
✨Demonstrate Technical Knowledge
Since the role requires high-level technical support, brush up on relevant financial regulations and practices. Be ready to answer questions that assess your understanding of compliance and operational procedures in wealth management.
✨Effective Communication Skills
As a practice manager, you'll need to handle complex client queries. Practice articulating your thoughts clearly and concisely, and prepare examples of how you've effectively communicated with clients and colleagues in the past.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that test your problem-solving skills. Think of situations where you had to deal with difficult clients or manage team conflicts, and be ready to explain how you handled them.
