Back to search
We are working with a well-established SJP Practice based in London that are looking to take on a new Practice Manager.
* Financial services experience essential
* SJP experience preferred
This role is primarily operational in nature, with responsibility for overseeing the day-to-day operations of a senior financial adviser’s business, as well as offering guidance and oversight to more junior advisers and their practices. You will also provide direct support to the senior adviser, manage client communications and data, and help drive business efficiency and effectiveness across the wider team.
Our clients office is based in Moorgate, and offers a hybrid working model.
Responsibilities:
- Operational oversight of the senior adviser’s business, ensuring processes are efficient and compliant
- Provide support and operational guidance to junior advisers and administrators within the practice
- Coordinate and schedule client meetings
- Prepare documentation for new and existing client meetings
- Assist in the creation of financial plans and reports
- Send follow-up documentation and onboarding materials to clients
- Issue Letters of Authority and follow up with providers
- Prepare annual review packs and manage regular review workflows
- Process withdrawals, fund switch requests, and new business submissions
- Liaise with providers to ensure timely and accurate processing of business
- Maintain clear, professional, and timely communication with clients
- Help identify and implement improvements to business operations and client servicing
Knowledge, experience and skills:
- Minimum 3 years of experience in a financial planning or financial services administration role
- Strong operational mindset with a proven ability to manage business processes
- Experience supporting or managing the operations of a financial planning business
- Solid understanding of financial products (e.g., ISAs, pensions, investment bonds)
- Experience in creating or supporting financial planning solutions is preferred but not required
- Previous experience working within St. James’s Place is desired but not required
- Excellent organisational and time-management skills
- Ability to multitask and manage competing priorities effectively
- Strong attention to detail and high accuracy levels
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office (Excel, Word, Outlook)
If interested in this exciting role working for a growing practice please attach or email your CV.
