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- Tasks: Lead a dynamic team, manage operations, and drive business strategy in a thriving financial practice.
- Company: Join SJP, a top FTSE 100 Wealth Management firm known for its innovative financial solutions.
- Benefits: Enjoy a full-time role with opportunities for professional growth and a supportive work environment.
- Why this job: Be part of a vibrant culture that values creativity and teamwork while making a real impact.
- Qualifications: Previous management experience, ideally in Financial Services, with strong project management skills required.
- Other info: Candidates will undergo standard financial and identity checks upon job offer.
The predicted salary is between 36000 - 60000 £ 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.
Key Responsibilities:
- 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.
Experience Required:
- Experience of managing people and teams, including recruitment, performance management, reward, training, development, motivation, and retention.
- Effective project management skills and a positive ‘can do’ attitude.
- Excellent IT skills including working knowledge of Microsoft Office Word, Excel, PowerPoint and Outlook.
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.
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 Head employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Head
✨Tip Number 1
Familiarise yourself with the specific financial services sector that the Practice Manager role operates in. Understanding the nuances of wealth management and the products offered by SJP will give you an edge during discussions.
✨Tip Number 2
Network with professionals already working in similar roles or within the SJP network. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Prepare to discuss your previous management experiences in detail, especially those related to people management and performance evaluation. Be ready to share specific examples of how you've driven team success in past roles.
✨Tip Number 4
Showcase your project management skills by preparing a brief outline of a successful project you've led. Highlight how you managed resources, timelines, and team dynamics to achieve positive outcomes, as this is crucial for the Practice Manager role.
We think you need these skills to ace Practice Head
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in management, particularly within Financial Services. Emphasise your skills in people management, project management, and any specific achievements that align with the responsibilities of a Practice Manager.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your previous experiences have prepared you for managing operational needs and supporting financial advisers, and express your enthusiasm for contributing to the business vision.
Highlight Relevant Skills: In your application, clearly outline your IT skills, especially your proficiency in Microsoft Office applications. Also, mention any experience you have with financial budgeting, compliance, and marketing strategies, as these are crucial for the role.
Follow Application Instructions: Ensure you tick the Privacy Policy box and click the green 'apply to this job' button at the bottom of the application page. Double-check that all required documents are uploaded and that your application is complete before submitting.
How to prepare for a job interview at Burgh Recruitment
✨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 Financial Acumen
Since the role involves managing finances and budgeting, be ready to talk about your experience with financial reporting and forecasting. Use concrete examples to illustrate your understanding of financial management.
✨Emphasise Your Project Management Skills
The Practice Manager role requires effective project management. Prepare to discuss past projects you've managed, focusing on your ability to deliver results and manage resources efficiently.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations and standards in the financial services sector. Be ready to explain how you've ensured compliance in your previous positions.
