Are you a highly organised and experienced Practice Manager with a strong background in financial services or an IFA practice?

Based in Westerham and a hybrid role, you will take the lead in managing the day to day operations of a busy practice, overseeing people management, business processes, regulatory compliance, and client servicing. Supporting the Partner, you will also play a key role in the business development of the practice.

Key Responsibilities:

Oversee and manage the submissions of client applications and projects
Support the team to develop client relationships, referrals, service existing clients and assist in building new relationships (incorporating client entertainment events) to provide a first class client servicing strategy and business growth
Develop and manage effective systems, processes and procedures to support the Partner and Advisors to optimise client meetings
Provide technical support and training to new employees and management teams
Ensure the practice is up to date in compliance with all licensing, CPD, regulatory and legislative requirements
Oversee the practice finances efficiently in a timely manner
Monitor business reports, trends and statistical analysis to identify opportunities and challenges which might affect the growth of the practiceEssential Requirements:

Previous experience in a similar role (financial services/IFA practice preferred)
Ideally Dip PFS or equivalent qualification, be working towards or have the desire to gain a diploma/chartered qualification
Strong knowledge of regulatory requirements, legislation and compliance
People management and leadership experience
Experience of working within a regulated environment
Prove experience of managing workflow, systems and procedures
Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)Benefits:

Salary: £40,000 to £47,000 p/a (dependent on experience)
Hours: Monday to Friday, 9:00am to 5:00pm (one hour paid lunch) Hybrid role
22 days holiday, plus additional days for your birthday, Christmas shopping and office closure during Christmas and New Year
Free on-site parking
Nest pension scheme
Occasional travel to other SJP locations
Private medical cover starting from day one.You must be in a short commutable distance to Westerham to be considered.

Please submit your CV (in Word) and email to Mandy: (url removed)

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