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For Companies At a Glance
- Tasks: Lead business functions in a dynamic financial services environment, ensuring smooth operations.
- Company: Join St. James's Place, a top FTSE 100 Wealth Management firm with a stellar reputation.
- Benefits: Enjoy competitive salary, career development opportunities, and a supportive team culture.
- Why this job: Be part of a successful practice, making a real impact in clients' financial journeys.
- Qualifications: Experience in financial services, strong communication skills, and a passion for client service required.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 36000 - 54000 £ per year.
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.
The Role:
- Reporting to the Senior Partner, you will oversee all business functions including advisory, business development, paraplanning and administration, ensuring they are aligned to Practice objectives.
- You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office.
- You will oversee the end-to-end business process, ensuring this is managed and tracked efficiently in line with Practice and regulatory standards.
- You will be coordinating with the paraplanners and administrative staff, assigning tasks to ensure all cases are actioned within specific timeframes.
- You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner.
- You will also be responsible for diary management and client liaison for the Partner.
The Person:
- Providing outstanding client service will be of utmost importance to you and you will ensure the seamless process from initial enquiry to completion of the advice process is delivered at all times.
- You may be an SJP experienced Senior Administrator looking for the opportunity to develop your experience in wealth management, or a Practice Manager ready for a new challenge.
- You will have experience of working within an SJP Practice.
- You will have an understanding of Investments, Pensions, and other financial planning products.
- You enjoy working as part of a team, with a 'hands on' approach to ensure the business always runs smoothly and efficiently.
- You will have a good understanding of how you can add value to this business and have experience of managing and developing others.
- You will be fully conversant with 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.
St. 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. SJP has funds under management in excess of £188.6bn. This business is well established and highly successful.
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 - Financial Services employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager - Financial Services
✨Tip Number 1
Familiarise yourself with the specific services and products offered by St. James's Place. Understanding their investment and retirement solutions will help you demonstrate your knowledge during any discussions or interviews.
✨Tip Number 2
Network with current or former employees of SJP to gain insights into the company culture and expectations for the Practice Manager role. This can provide you with valuable information that may not be available in the job description.
✨Tip Number 3
Brush up on your Salesforce skills, as being fully conversant with this platform is a requirement. Consider taking an online course or tutorial to ensure you're confident in using it effectively.
✨Tip Number 4
Prepare examples of how you've successfully managed teams and improved processes in previous roles. Being able to articulate your experience in managing and developing others will set you apart from other candidates.
We think you need these skills to ace Practice Manager - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved client management, administration, or team coordination. Use keywords from the job description to align your skills with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with SJP practices, your knowledge of financial products, and how you can contribute to the team's success. Be sure to express your enthusiasm for the position.
Highlight Relevant Skills: In your application, emphasise your communication skills, problem-solving abilities, and experience with Salesforce. Provide specific examples of how you've successfully managed teams or projects in the past to demonstrate your capability.
Follow Application Instructions: When applying, ensure you follow all instructions carefully. Tick the Privacy Policy box and click the green 'apply to this job' button as directed. Double-check that all required documents are included before submitting your application.
How to prepare for a job interview at St. James's Place Wealth Management
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of the responsibilities and expectations of a Practice Manager in Financial Services. Familiarise yourself with the specific tasks mentioned in the job description, such as overseeing business functions and managing client communications.
✨Showcase Your Client Service Skills
Since providing outstanding client service is crucial for this role, prepare examples from your past experiences where you successfully managed client relationships or resolved issues. Highlight your ability to ensure a seamless process from initial enquiry to completion.
✨Demonstrate Team Leadership Experience
Be ready to discuss your experience in managing and developing others. Share specific instances where you coordinated tasks among team members or motivated your colleagues to achieve common goals, as this will be key in your potential role.
✨Familiarise Yourself with Salesforce
As the role requires being fully conversant with Salesforce, it’s beneficial to brush up on your knowledge of the platform. If you have any relevant experience, be prepared to discuss how you've used Salesforce to enhance business processes or client management.
