Practice Manager

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.

Skills and Experience required:

• 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, 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 £188.6bn. 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. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.