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For Companies At a Glance
- Tasks: Oversee daily operations and manage the admin team for exceptional client service.
- Company: Reputable St. James's Place Partner Practice in North West London.
- Benefits: Competitive salary, bonus, pension, and professional development opportunities.
- Why this job: Join a supportive environment and make a real impact in wealth management.
- Qualifications: Experience in practice management or operations within financial services.
- Other info: Great career progression in a respected firm.
The predicted salary is between 30000 - 40000 £ per year.
Job Description
Salary: £30,000 – £40,000 (DOE) + benefits+ Hours: Full-time, office-based
About the Practice
An established and reputable St. James’s Place Partner Practice based in North West London is seeking an experienced and highly organised Practice Manager to oversee the day-to-day running of the business. The Practice provides bespoke financial planning and wealth management advice to private clients, with a strong reputation for exceptional client service and long-term relationships.
The Role
As Practice Manager, you will play a pivotal role in ensuring the smooth and efficient operation of the Practice. You’ll manage the administration and support team, oversee client servicing and compliance processes, and work closely with the Partner to drive business performance and deliver an outstanding client experience.
Key Responsibilities
- Oversee the day-to-day operations of the Practice, ensuring workflows and client service standards are met.
- Manage and support the administrative and paraplanning teams, conducting regular check-ins and performance reviews.
- Implement and monitor compliance procedures in line with SJP and FCA requirements.
- Coordinate client review meetings, manage diaries, and ensure timely completion of documentation and follow-up actions.
- Support the Partner with management reporting, business planning, and process improvement initiatives.
- Maintain accurate client and business records using the Practice’s CRM systems.
- Act as the main point of contact for operational queries from clients, SJP, and internal team members.
About You
- Previous experience in a Practice Management, Operations, or Senior Administrative role within an SJP Partner Practice or wealth management firm.
- Strong leadership and organisational skills with the ability to manage multiple priorities.
- Excellent understanding of financial services processes, client servicing, and regulatory compliance.
- High attention to detail and a proactive, solutions-focused mindset.
- Confident communicator with strong interpersonal skills and a client-first approach.
- Proficient in Microsoft Office and CRM systems (knowledge of Salesforce or Intelliflo is advantageous).
What’s on Offer
- Competitive salary of £30,000 – 40,000, depending on experience.
- Discretionary bonus and pension contribution.
- Supportive, professional environment within a highly regarded SJP Partner Practice.
- Opportunities for professional development and progression within a growing business.
Practice Manager-St. James\'s Place Partner Practice-Location:North West London-£30,000-£40,000 (DOE) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager-St. James\'s Place Partner Practice-Location:North West London-£30,000-£40,000 (DOE)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join relevant groups on social media, and don’t be shy to reach out for informational chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. This will help you get comfortable with common questions and refine your answers. Plus, it’s a great way to boost your confidence before the real deal.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Practice Manager-St. James\'s Place Partner Practice-Location:North West London-£30,000-£40,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Practice Manager role. Highlight your experience in managing teams and overseeing operations, as well as any relevant financial services knowledge. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your leadership and organisational skills, and don’t forget to mention your client-first approach.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Practice Inside Out
Before the interview, make sure you research the St. James's Place Partner Practice thoroughly. Understand their values, services, and client base. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Leadership Skills
As a Practice Manager, you'll need to demonstrate strong leadership abilities. Prepare examples from your past experiences where you've successfully managed teams or improved processes. Highlight how your proactive approach has led to positive outcomes.
✨Be Ready for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations and procedures. Be prepared to discuss how you've implemented compliance measures in previous positions and how you would ensure adherence to SJP and FCA requirements.
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Use this opportunity to inquire about the team's dynamics, the practice's future goals, or how success is measured in the role. This shows you're thinking long-term and are genuinely interested in contributing to the practice.
