Practice Manager-St. James's Place Partner Practice-Location:North

Description

Salary: GBP30,000 - GBP40,000 (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 GBP30,000 - 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.

Ad ID: 5417353554