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For Companies At a Glance
- Tasks: Lead daily operations and manage the admin support team in a dynamic financial services practice.
- Company: Join St. James’s Place, a top FTSE 100 Wealth Management company with over £190.2bn in funds.
- Benefits: Competitive salary of £40,000 - £50,000 and opportunities for professional development.
- Why this job: Be a key player in a successful team, inspiring excellence and making a real impact.
- Qualifications: Experience in a similar role, strong leadership skills, and proficiency in IT systems like Salesforce.
- Other info: Standard Financial and Identity checks will be conducted for candidates offered a role.
The predicted salary is between 34000 - 42000 £ per year.
Job Description
Practice Manager (Financial Services)
Location: Farnham / Guildford area (office based)
Salary: £40,000 – £50,000 depending on experience
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.
The Role: Practice Manager (Financial Services)
- Reporting to the Partner, as Practice Manager you will manage all operational aspects of the Practice on a daily basis
- 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 upmost importance to you, as a natural leader you will inspire this quality in your team
- You will be responsible for managing and developing staff, as well as overseeing their training
- You will be managing an HR system, responsible for the CRM systems and will provide Management Information to colleagues.
The Person: Practice Manager (Financial Services)
- You will have previous experience in a similar role within an SJP Practice environment
- 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, a 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 £190.2bn. This business is well established and highly successful.
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 employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager
✨Tip Number 1
Familiarize yourself with the specific operational needs of a financial services practice. Understanding the nuances of managing admin support teams and client servicing will give you an edge in interviews.
✨Tip Number 2
Highlight your experience with CRM systems, especially Salesforce. Be prepared to discuss how you've used these tools to improve processes and enhance client interactions in your previous roles.
✨Tip Number 3
Demonstrate your leadership skills by sharing examples of how you've successfully managed and developed staff in the past. Show that you can inspire a team to provide outstanding service.
✨Tip Number 4
Research St. James’s Place and their values. Being able to articulate how your personal values align with theirs will show that you're not just looking for any job, but that you're genuinely interested in contributing to their success.
We think you need these skills to ace Practice Manager
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Practice Manager position. Highlight key responsibilities and required skills, such as managing operational aspects and developing staff, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in a similar role within an SJP Practice environment. Provide specific examples of how you have managed teams and improved processes in past positions.
Showcase Leadership Skills: Since the role requires strong leadership abilities, include instances where you have successfully motivated and developed team members. Use metrics or outcomes to demonstrate your impact on team performance.
Tailor Your Communication: Given the importance of excellent communication skills in this role, ensure that your application is clear, concise, and professional. Use a confident tone and avoid jargon to make your points easily understandable.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Leadership Skills
As a Practice Manager, you'll need to inspire and lead your team. Be prepared to share examples of how you've successfully managed and developed staff in the past. Highlight your ability to motivate others and create a positive work environment.
✨Demonstrate Your Operational Expertise
Since you'll be overseeing all operational aspects of the practice, it's crucial to discuss your experience with process improvement. Prepare to talk about specific changes you've implemented in previous roles that enhanced efficiency or service quality.
✨Familiarize Yourself with CRM Systems
The job requires knowledge of CRM systems, particularly Salesforce. Brush up on your experience with these tools and be ready to discuss how you've used them to manage client relationships and improve business operations.
✨Communicate Clearly and Confidently
Excellent communication skills are essential for this role. Practice articulating your thoughts clearly and confidently. During the interview, ensure you listen actively and respond thoughtfully to demonstrate your strong interpersonal skills.
