Practice Manager in Cramlington

An outstanding new opportunity has arisen for a Practice Manager to join a highly successful SJP Senior Partner Practice. The Practice Manager is responsible for overseeing the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance. This role supports the financial advisors by managing non-advisory business functions enabling the advisors to focus on client relationships and financial planning.

You may be a Senior Administrator looking for the next step, or an experienced Practice Manager looking to further develop your skills and knowledge.

The Role:

• Your role will encompass all operational aspects of the business.
• Providing outstanding client service will be of upmost importance to you.
• You will ensure the seamless process from initial enquiry to completion of the advice process is always delivered.
• Set weekly priorities, distribute workload, and conduct regular 1-1s to support performance management and ensure the administration team continues to learn and master new aspects of business processing.
• Process new business, replacements, switches, and encashments efficiently and accurately.
• Prepare meeting documentation and complete all follow-up actions promptly.
• Conduct regular file reviews and quality checks.
• Complete suitability reports, process applications and submit advice sets.
• Liaise with advisers, providers, and administration centres to progress cases to completion.
• Supporting the admin team to ensure business processes are adhered to, tracked efficiently and in line with Practice and regulatory standards.
• You will coordinate communication with clients and third-party providers and deliver regular updates to the advisers.
• Track leads, referrals, and pipeline activity in the CRM system and Monday.

Qualifications and Skills:

• Strong knowledge and experience within the financial services industry.
• You will have a sound understanding of Investments, Pensions, and other financial planning products.
• Previous experience within a St. James's Place Partner Practice would be desirable.
• Proficient IT skills, including Microsoft Office.
• Experience using CRM systems such as Salesforce, with a willingness to learn how to use new systems.
• Experience using Voyant and Monday is desirable.
• Excellent leadership, organisational and problem-solving skills.
• Ability to manage multiple tasks, deadlines and able to prioritise effectively.
• Strong attention to detail and clear written and verbal communication skills.

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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