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- Tasks: Manage daily operations, support financial advisers, and drive business strategy.
- Company: Join a top FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy a full-time role with opportunities for professional development and team events.
- Why this job: Be part of a dynamic team, fostering creativity and growth in a supportive environment.
- Qualifications: Previous management experience, ideally in Financial Services, and strong IT skills required.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
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:
- Drive the business forward with creativity and positivity in line with the Business Vision and play a key part in building a long-term sustainable business.
- Evaluate 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.
- 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.
- Take responsibility for all internal processes, development and delivery of training tools, use of new technology/systems etc.
- Support with Marketing and events, creating and managing key projects to promote business development.
- Undertake financial budgeting and forecasting to aid/drive decision making across the business including resourcing plans.
- Share 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 Manager (Policy) employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager (Policy)
✨Tip Number 1
Familiarise yourself with the specific operational needs of a financial services practice. Research common challenges faced by Practice Managers in this sector and think about how your experience can address these issues.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience as Practice Managers. Attend relevant events or webinars to gain insights and make connections that could help you stand out.
✨Tip Number 3
Showcase your project management skills by preparing examples of successful projects you've led in the past. Be ready to discuss how you managed teams, budgets, and timelines effectively.
✨Tip Number 4
Demonstrate your understanding of compliance and regulatory requirements in the financial services sector. Be prepared to discuss how you would ensure the practice meets all necessary standards and how you can contribute to its long-term sustainability.
We think you need these skills to ace Practice Manager (Policy)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in management, particularly within Financial Services. Emphasise any previous roles where you managed teams, handled finances, or supported business strategy.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills that align with the job description, such as project management and people management, and express your enthusiasm for contributing to the practice's success.
Highlight Relevant Skills: In your application, clearly outline your IT skills, especially your proficiency in Microsoft Office applications. Provide examples of how you've used these tools in previous roles to enhance business operations or support team performance.
Showcase Your Leadership Experience: Detail your experience in managing people and teams. Include examples of how you've motivated staff, conducted performance appraisals, or implemented training programmes to develop team capabilities.
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 Understanding of Compliance
Since compliance is crucial in this role, make sure you can articulate your knowledge of regulatory requirements and how you've ensured compliance in past positions. This will show that you understand the importance of these aspects in a financial practice.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving and project management skills. Prepare scenarios where you've had to manage a project or resolve a team conflict, focusing on your approach and the outcomes.
✨Express Your Vision for Business Development
Think about how you can contribute to the growth of the practice. Be ready to share innovative ideas for marketing and business development that align with the company's vision, demonstrating your creativity and strategic thinking.
