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Permanent

Practice Manager

Tyne And Wear
money-bag 35000.00-35000.00 Annual
Posted 3 days ago

Practice Manager Location - Cramlington, Northumberland (NE23) Hours - Full time Salary - £35,000 - £43,000 depending on experience 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. Ideally from a Financial Services background you may be a Senior Administrator looking for the next step, or an experienced Practice Manager looking to further develop your skills and knowledge. You will be looking for a role where you can work closely with Advisers and Administrators to ensure the smooth delivery of all business processes and client servicing requirements. The Role: Your role will encompass all operational aspects of the business, and 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 Setting weekly priorities, managing the workload, and supporting the admin team to ensure business processes are adhered to, tracked efficiently and in line with Practice and regulatory standards Process new business, replacements, fund switches, and encashments efficiently and accurately Prepare meeting documentation and complete all follow-up actions promptly Conduct ..... full job details .....

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