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For Companies At a Glance
- Tasks: Manage daily operations, support advisors, and enhance client experiences.
- Company: Join Blue Heron, a dynamic financial advisory firm focused on tailored strategies.
- Benefits: Enjoy a competitive salary, pension scheme, bonuses, and professional development support.
- Why this job: Be part of a caring team that values collaboration and your growth in finance.
- Qualifications: Experience in paraplanning and a diploma in financial planning are essential.
- Other info: This role is based in the heart of London, perfect for aspiring finance leaders.
The predicted salary is between 36000 - 60000 £ per year.
Blue Heron is a forward-thinking financial advisory firm that offers a comprehensive range of services to both individuals and corporate clients. We specialise in providing tailored financial strategies that help clients achieve their financial goals, whether that’s wealth management, retirement planning, investment strategies or estate planning.
At Blue Heron, you will be a part of a small but extremely successful team. Our culture is one of care, collaboration, and mutual support. We value every team member and are committed to your professional growth. We offer development opportunities that allow you to expand your skillset and advance your career within the financial services sector.
As the Practice Manager, you will oversee the day-to-day operations of the firm, playing a crucial role in supporting both paraplanners and financial advisors. You will be integral to ensuring the smooth and efficient running of the business, from managing internal processes to enhancing the client experience. Your expertise will be key in delivering the high level of service our firm is known for.
Your responsibilities will include:
- Day to day management of the team, which includes a paraplanner and two administrators.
- Providing operational and administrative support to the Practice Principal.
- Overseeing and coordinating recruitment efforts to support a team of financial advisors.
- Managing and nurturing internal and external relationships.
- Organising and streamlining office operations for maximum efficiency.
- Supporting the planning and execution of company events.
The benefits:
- Competitive salary
- Pension Scheme
- A collaborative and professional working environment in the heart of London.
- Bonus opportunities
- Support with professional development.
What will you need to succeed?
- Experience in Paraplanning.
- Diploma in Financial Planning.
- A strong understanding of financial services, including the advice process and regulatory requirements.
- Knowledge of business and management principles.
- Expertise in administrative management practices and procedures.
If you’re ready to take on a key leadership role and contribute to the success of a thriving financial firm, we’d love to hear from you.
Practice Manager employer: Career Wallet
Contact Detail:
Career Wallet Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager
✨Tip Number 1
Familiarise yourself with the specific financial services offered by Blue Heron. Understanding their tailored strategies for wealth management, retirement planning, and investment will help you demonstrate your alignment with their goals during any discussions.
✨Tip Number 2
Network with current or former employees of Blue Heron to gain insights into the company culture and operational practices. This can provide you with valuable information that you can use to tailor your approach and show how you fit into their collaborative environment.
✨Tip Number 3
Prepare to discuss your experience in managing teams and improving operational efficiency. Highlight specific examples where you've successfully streamlined processes or enhanced client experiences, as these are key aspects of the Practice Manager role.
✨Tip Number 4
Stay updated on the latest trends and regulatory changes in the financial services sector. Being knowledgeable about current issues will not only impress during interviews but also show your commitment to professional growth and the success of the firm.
We think you need these skills to ace Practice Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and financial services. Emphasise your understanding of the advice process and any management roles you've held.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how your skills align with the responsibilities of the Practice Manager position.
Showcase Your Leadership Skills: Highlight any previous experience managing teams or projects. Discuss how you have successfully supported colleagues and improved operational efficiency in past roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial services sector.
How to prepare for a job interview at Career Wallet
✨Showcase Your Leadership Skills
As a Practice Manager, you'll be overseeing a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past. Highlight any experiences where you’ve fostered collaboration and supported professional growth.
✨Demonstrate Financial Knowledge
Make sure you have a solid understanding of financial services, including the advice process and regulatory requirements. Be ready to discuss how your experience in paraplanning and your diploma in financial planning will contribute to the role.
✨Prepare for Operational Questions
Since the role involves managing day-to-day operations, expect questions about streamlining processes and enhancing client experiences. Think of specific strategies you've implemented in previous roles that improved efficiency or client satisfaction.
✨Emphasise Relationship Management
The ability to manage and nurture relationships is crucial. Prepare examples of how you've built strong internal and external relationships in your previous roles, and be ready to discuss how you would apply this skill at Blue Heron.
