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- Tasks: Manage operations and support teams in a dynamic financial services practice.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a well-established and successful business.
- Why this job: Make a real impact by enhancing client services and operational efficiency.
- Qualifications: Experience in a similar role, strong communication, and team management skills.
The predicted salary is between 40000 - 50000 £ per year.
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. You may be an experienced Practice Manager or a Senior Administrator looking to further develop your skills and knowledge.
You will be looking for a role where you can work closely with a small team to ensure the smooth delivery of all business processes and client servicing requirements.
The Role:
- Reporting to the Partner, as Practice Manager you will manage all operational aspects of the Practice.
- 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 utmost importance to you, and you will inspire this quality in your team.
- You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner and Advisers.
- You will ensure that all activity is tracked through the CRM systems and will provide Management Information to the senior management team.
The Person:
- You will have previous experience in a similar role within a professional office environment, ideally in financial services.
- 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.
If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application.
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.
Practice Manager in Farnham employer: Premium site
Contact Detail:
Premium site Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Practice Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what makes them tick, especially in client servicing. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Showcase your leadership skills! When discussing your experience, highlight how you've managed teams and improved processes in previous roles. This is key for a Practice Manager position, so make sure to bring it up!
✨Tip Number 4
Don't forget to apply through our website! It's the easiest way to get your application noticed. Plus, we personally review every application, so you’ll be in good hands with us at StudySmarter.
We think you need these skills to ace Practice Manager in Farnham
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 operational processes, especially in financial services. We want to see how you can add value to our practice!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've inspired your team and improved processes in previous positions.
Show Off Your Communication Skills: As a Practice Manager, communication is key. In your application, demonstrate your excellent communication skills. Whether it's through your writing style or the way you present your experiences, let us see how you connect with others.
Apply Through Our Website: Don't forget to apply through our website! It's the easiest way for us to review your application. Plus, make sure to tick the Privacy Policy box and click that green 'apply to this job' button at the bottom of the page!
How to prepare for a job interview at Premium site
✨Know Your Numbers
As a Practice Manager in financial services, it's crucial to be familiar with key metrics and figures relevant to the role. Brush up on your understanding of financial products and how they impact client servicing. This will show your potential employer that you’re not just a manager but someone who understands the business inside out.
✨Showcase Your Leadership Skills
Since you'll be managing an admin support team, be prepared to discuss your experience in developing others. Think of specific examples where you've motivated your team or improved processes. This will demonstrate your ability to inspire and lead effectively, which is vital for this role.
✨Familiarise Yourself with CRM Systems
Given the emphasis on tracking activity through CRM systems like Salesforce, make sure you can speak confidently about your experience with these tools. If you’ve implemented changes or improved efficiency using a CRM, share those stories to highlight your tech-savviness and problem-solving skills.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the practice's operations and future goals. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values. Plus, it gives you a chance to engage in a meaningful conversation with your interviewers.