At a Glance
- Tasks: Manage operations and support teams in a dynamic financial services environment.
- Company: Join a leading FTSE 100 Wealth Management company with a strong team culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career growth in a fast-paced, professional setting.
- Why this job: Make a real impact by enhancing client services and operational efficiency.
- Qualifications: Experience in a similar role, strong communication skills, and team management abilities.
The predicted salary is between 40000 - 50000 £ per year.
Location: Farnham / Guildford area (office based)
Working as part of the team at an Appointed Representative of St. James’s Place Plc. 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. You may be an experienced Practice Manager or a Senior Administrator looking to further develop your skills and knowledge. You will be looking for a role where you can work closely with a small team to ensure the smooth delivery of all business processes and client servicing requirements.
The Role:
Reporting to the Partner, as Practice Manager you will manage all operational aspects of the Practice. You will be managing the admin support team to effectively deal with all new business and client servicing requirements. You will oversee all the operational aspects of the business on a daily basis. This will include a review of current processes and, where appropriate, introducing change within the business. Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you, and you will inspire this quality in your team. You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner and Advisers. You will ensure that all activity is tracked through the CRM systems and will provide Management Information to the senior management team.
The Person:
You will have previous experience in a similar role within a professional office environment, ideally in financial services. You will have experience of managing and developing others. You will have a good understanding of how you can add value to this business, and you enjoy working as part of a team. You are used to using IT systems and have used Salesforce. You will be a confident professional with excellent communication skills and the ability to motivate others. You have common sense, influencing skills and enjoy problem solving.
St. James’s Place plc (SJP) is a leading FTSE 100 Wealth Management company. 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.
Practice Manager, Financial Services Ops in Farnham employer: Burgh Recruitment
As a Practice Manager at our esteemed St. James’s Place Partner Practice in the Farnham/Guildford area, you will thrive in a supportive and collaborative work culture that prioritises employee development and client satisfaction. We offer competitive benefits, a commitment to professional growth, and the unique opportunity to be part of a dynamic team dedicated to delivering exceptional service in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Practice Manager, Financial Services Ops in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Practice Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what makes St. James’s Place tick and be ready to discuss how your experience aligns with their goals. This shows you're genuinely interested and can add value to their team.
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've managed teams and improved processes in previous roles. Highlighting your ability to inspire and motivate others will set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Practice Manager, Financial Services Ops in Farnham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services and any management experience you have. We want to see how you can add value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Practice Manager role. Share specific examples of how you've managed teams or improved processes in the past, and let your personality come through.
Showcase Your Communication Skills:Since this role involves coordinating with clients and third-party providers, it's crucial to demonstrate your excellent communication skills. Whether it's in your CV, cover letter, or any additional documents, make sure we can see your ability to convey information clearly and effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us that you’re proactive and keen to join our team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you understand the ins and outs of the financial services industry, especially as it relates to the role of a Practice Manager. Brush up on your knowledge of operational processes, client servicing, and CRM systems like Salesforce. This will show that you're not just interested in the job, but that you’re ready to hit the ground running.
✨Showcase Your Leadership Skills
Since you'll be managing a team, it's crucial to demonstrate your leadership abilities during the interview. Prepare examples of how you've successfully managed and developed others in previous roles. Highlight your communication skills and how you inspire your team to deliver outstanding service.
✨Be Ready to Discuss Change Management
The role involves reviewing current processes and implementing changes. Be prepared to discuss any experiences you have with change management. Think about times when you identified inefficiencies and how you approached making improvements. This will show that you can add value to the practice.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the practice and its operations. Ask about the team dynamics, the challenges they face, and how success is measured. This not only shows your interest but also helps you gauge if this is the right fit for you.
