The Practice Manager role at Lombard Street, London City, oversees daily operations of a wealth management office to ensure client service, regulatory compliance, and team performance. This position supports Financial Advisors by managing non‑advisory functions and enabling advisors to focus on client relationships.
The role encompasses coordinating workflow, maintaining productivity metrics, and collaborating with advisers, providers, and admin teams to progress cases and deliver updates.
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Wealth Management Practice Lead - Ops & Growth (London) in City of London employer: Burgh Recruitment Ltd (Financial Services)
St. James’s Place plc is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Chorley, Lancashire. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth, employees are empowered to excel in their roles while contributing to meaningful financial planning solutions. Join a team that values expertise and supports your career development in a thriving hybrid work environment.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
