Practice Manager

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 practice

Essential 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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