At a Glance
- Tasks: Oversee daily operations and support Financial Advisors in a wealth management office.
- Company: Join a leading FTSE 100 Wealth Management company with a supportive culture.
- Benefits: Competitive salary, bonus structure, and opportunities for professional growth.
- Other info: Exciting career growth opportunities in a well-established and successful business.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: Experience in Financial Services and strong organisational skills required.
Location: Lombard Street, London City
Salary: Up to £45,000 plus bonus structure & benefits
Working as part of the team at an Appointed Representative of St. James’s Place Plc. We are looking for a focused individual to join this growing team. The Practice Manager is responsible for overseeing the daily operations of this successful wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance. This role supports the Financial Advisors by managing non-advisory business functions, enabling them to focus on client relationships and financial planning. This is an opportunity to grow in a supportive and nurturing environment, build further qualifications, and be rewarded for demonstrating hard work and positive results.
The role will encompass all operational aspects of the business, positively contributing to team strategy, shaping its direction and promoting a fun working environment:
- Co-ordinate team workflow to optimise output and drive the team forward by promoting efficient collaborative working
- Set weekly priorities, distribute workload, and conduct regular 1-1s to support performance management and ensure the support team maintains & develops its productivity
- Liaise with advisers, providers, and administration centres to progress cases to completion
- Supporting the admin team to ensure business processes are adhered to in line with Practice and regulatory standards – maximise the PQS and productivity metrics
- You will coordinate communication with clients and third-party providers and deliver regular updates to the Advisors
- Track leads, referrals, and pipeline activity in Salesforce across the business
- Engage with clients and develop strong working relationships
- When required complete suitability reports, process applications and submit advice sets
What are we looking for in you:
- Experience in Financial Services in a private client environment is essential, SJP experience would be preferred.
- Excellent literacy and numeracy, a working knowledge of technical administration, communications, marketing and events
- Ability to create intelligent data and use it for analysis and marketing purposes
- Strong organisational & leadership skills with excellent attention to detail
- A self-starter with the ability to work independently and lead people
- Confident communicator, independent thinker with a passion for administration
- Relevant experience using Salesforce, LinkedIn, AI, comms & technology tools
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 employer: St. James's Place Wealth Management
Join a highly respected St. James’s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.
Contact Details:
St. James's Place Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Practice Manager
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like St. James's Place Wealth Management. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from St. James's Place Wealth Management.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like St. James's Place Wealth Management. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Practice Manager
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in St. James's Place Wealth Management and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show St. James's Place Wealth Management how you can be a team player!
How to prepare for a job interview at St. James's Place Wealth Management
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with St. James's Place Wealth Management.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with St. James's Place Wealth Management's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
