Practice ManagerLocation - LincolnSalary - £35,000- £45,000 (DoE)Hours - Monday to Friday 08:30-17:15 In OfficeAn excellent opportunity has arisen for a professional and experienced Practice Manager to work within a highly successful St. James’s Place Partner Practice. This Partner is well established and highly successful.We are seeking a Practice Manager to join and complement our team working within a busy office environment.

We are looking for a flexible person with effective communication and interpersonal skills, who can prioritise, problem solve and work both independently or as part of a team to meet tight deadlines. Overall responsibility for the day to day running of the practice to include people management, business processing, regulatory requirements, marketing and client servicing.

Financial Services administration experience is required and Senior / Team Lead experience is desired but not essential.Key duties responsibilities:

• • Provide high level technical and administrative support to the Advisers / Practice Manager
  • Deal effectively with queries from clients and other parties through effective communication
  • Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate
  • Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes
  • Provide technical support and training to new/junior staff joining the practice
  • Manage holiday bookings for team members
  • Deal effectively with queries from clients and other parties through effective communication
  • Ensure that files are complete with all required client identification documentation and necessary application forms
  • Process complex applications accurately and record the required management information
  • Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
  • Ensure the end-to-end business process is managed and tracked efficiently in line with practice and regulatory standards
  • Oversee and update all Financial Promotions including the company website
  • Track ongoing advice meetings and provision of management information through the CRM as required

Knowledge and experience:

• • Senior administration experience working within an SJP practice or investment/wealth management environment practice
  • Experience of managing workflow, systems and procedures
  • Knowledge of relevant regulation and legislation
  • Experience of client management systems such as Salesforce
  • Experience of managing client accounts and relationships
  • Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Professional and confident in dealing with people, working with total discretion at all time

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £179bn. 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.

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