Title: Practice Manager (Cramlington)

Location: Cramlington, Northumberland, North East, NE23 8BF, UK

Company: Burgh Recruitment Limited

Practice Manager

Location - Cramlington, Northumberland (NE23)

Hours - Full time

Salary - From £35,000 negotiable for the right candidate

An outstanding new opportunity has arisen for a Practice Manager to join a highly successful SJP Senior Partner Practice.

The Practice Manager is responsible for overseeing the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance.
This role supports the financial advisors by managing non-advisory business functions enabling the advisors to focus on client relationships and financial planning.

You may be a Senior Administrator looking for the next step, or an experienced Practice Manager looking to further develop your skills and knowledge.

The Role:

• Your role will encompass all operational aspects of the business
• Providing outstanding client service will be of upmost importance to you
• You will ensure the seamless process from initial enquiry to completion of the advice process is always delivered
• Set weekly priorities, distribute workload, and conduct regular 1-1s to support performance management and ensure the administration team continues to learn and master new aspects of business processing
• Process new business, replacements, switches, and encashments efficiently and accurately
• Prepare meeting documentation and complete all follow-up actions promptly
• Conduct regular file reviews and quality checks
• Complete suitability reports, process applications and submit advice sets
• Liaise with advisers, providers, and administration centres to progress cases to completion
• Supporting the admin team to ensure business processes are adhered to, tracked efficiently and in line with Practice and regulatory standards
• You will coordinate communication with clients and third-party providers and deliver regular updates to the advisers
• Track leads, referrals, and pipeline activity in the CRM system and Monday

Qualifications and Skills

• Strong knowledge and experience within the financial services industry
• You will have a sound understanding of Investments, Pensions, and other financial planning products
• Previous experience within a St. Jamess Place Partner Practice would be desirable
• Proficient IT skills, including Microsoft Office
• Experience using CRM systems such as Salesforce, with a willingness to learn how to use new systems
• Experience using Voyant and Monday is desirable
• Excellent leadership, organisational and problem-solving skills
• Ability to manage multiple tasks, deadlines and able to prioritise effectively
• Strong attention to detail and clear written and verbal communication skills

St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £220.0bn.
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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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