At a Glance
- Tasks: Manage daily operations, support financial advisers, and drive business strategy.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy a competitive salary and opportunities for professional development.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
- Why this job: Be part of a dynamic team, fostering creativity and growth in a supportive environment.
- Qualifications: Previous management experience, ideally in Financial Services, is required.
The predicted salary is between 43200 - 72000 £ 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.
Main Duties & Responsibilities- To work with the Principal Partner on developing and implementing the business's strategy and annual business plans.
- To drive the business forward with creativity and positivity in line with the Business Vision and to play a key part in building a long-term sustainable business.
- Hold regular team meetings to ensure communication of, and progress towards business goals and objectives.
- HR and recruitment, onboarding, and development of new Advisers and Support staff.
- Evaluating 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.
- To 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.
- Responsibility for all internal processes, development and delivery of training tools, use of new technology/systems etc.
- Supporting with Marketing and events, creating and managing key projects to promote business development.
- Undertaking financial budgeting and forecasting to aid/drive decision making across the business including resourcing plans.
- Sharing knowledge and skills within the team to ensure development of individuals, including the delivery of team days and other training where appropriate.
- First class relationship management skills.
- Experience of managing people and teams, including recruitment, performance management, reward, training, development, motivation, and retention.
- An ability to review, create, and manage systems and processes, driving through changes when necessary.
- An ability to think creatively and add value to a growing business.
- Effective project management skills and a positive can do attitude.
- The ability to balance conflicting demands in a calm and friendly manner.
- Analytical with precise attention to detail.
- Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times.
- Excellent IT skills including working knowledge of Microsoft Office Word, Excel, PowerPoint and Outlook.
St. 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. SJP has funds under management in excess of £188.6bn.
This business is well established and highly successful.
Practice Manager in Guildford employer: Burgh Recruitment Limited
At St. James's Place, we pride ourselves on being an exceptional employer, offering a dynamic work environment in Chobham, Surrey, where creativity and positivity thrive. Our commitment to employee growth is evident through comprehensive training programmes and a supportive culture that encourages collaboration and innovation, making it an ideal place for those looking to advance their careers in financial services. With a highly competitive salary and the opportunity to work alongside successful Financial Advisers, this role as Practice Manager promises not only professional fulfilment but also a chance to contribute to a well-established and respected firm.
StudySmarter Expert Advice🤫
We think this is how you could land Practice Manager in Guildford
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific practices and strategies used by successful firms like SJP. This knowledge will help you speak confidently about how you can contribute to their business goals during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who have experience in practice management. Attend industry events or join relevant online forums to build connections that could provide insights or referrals for your application.
✨Tip Number 3
Prepare to discuss your previous management experiences in detail, focusing on how you've successfully led teams and implemented effective processes. Use specific examples that demonstrate your ability to drive business success and manage people effectively.
✨Tip Number 4
Showcase your project management skills by preparing a brief outline of a project you've managed in the past. Highlight your approach to overcoming challenges and achieving results, as this will resonate well with the responsibilities of the Practice Manager role.
We think you need these skills to ace Practice Manager in Guildford
Some tips for your application 🫡
Understand the Role:Read the job description thoroughly to understand the key responsibilities and skills required for the Practice Manager position. Tailor your application to highlight your relevant experience in management, particularly in financial services.
Craft a Compelling CV:Ensure your CV is up-to-date and clearly outlines your management experience, relationship management skills, and any relevant achievements. Use bullet points for clarity and focus on quantifiable results where possible.
Write a Strong Cover Letter:Your cover letter should complement your CV by providing specific examples of how your skills and experiences align with the role. Emphasise your ability to manage teams, drive business strategy, and support financial advisers effectively.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the Practice Manager role.
How to prepare for a job interview at Burgh Recruitment Limited
✨Showcase Your Management Experience
Be prepared to discuss your previous management roles, especially in financial services. Highlight specific examples of how you've successfully led teams, managed performance, and contributed to business strategy.
✨Demonstrate Your Strategic Thinking
Think about how you can contribute to the business's strategy and annual plans. Be ready to share ideas on how to drive the business forward creatively and positively, aligning with their vision.
✨Prepare for HR and Recruitment Questions
Since the role involves HR responsibilities, brush up on your knowledge of recruitment processes, onboarding, and performance management. Be ready to discuss how you would approach these tasks in the practice.
✨Exhibit Strong Communication Skills
Effective communication is key in this role. Prepare to demonstrate how you would hold team meetings, ensure clear communication of goals, and foster a collaborative environment among advisers and support staff.
