Practice Manager (Wealth Management)

We are working with a well-established SJP Practice based in Farnham, Surrey that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem solving skills and be able to prioritise your workload whilst working independently or part of the team.

We are looking for candidates who has previous experience working within the Financial Services industry as either an administrator or team leader.

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 an...