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Practice Manager - Financial Services

Sovereign Wealth

Market Harborough

Up to £40,000 a year - Permanent, Full-time

Location

Market Harborough

Benefits

Pulled from the full job description

Flexitime
Company pension
Company events
Flexible schedule
On-site parking

Full job description

Industry: Wealth Management / Financial Planning

Location: Market Harborough (In office, not hybrid)

Salary: Up to £40,000 (depending on experience)

We are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and businesses. We are currently seeking a Practice Manager to join our team.

The Practice Manager will play a crucial role in overseeing the day-to-day operations of our wealth management practice, ensuring efficiency, compliance, and exceptional client service delivery. This is an exciting opportunity for a motivated individual who thrives in a fast-paced environment and is passionate about making a positive impact on clients' financial well-being.

Responsibilities:

Lead and manage the operations of the practice, including administrative functions, parapanning and client service
Co-ordinating with your team to ensure client meetings are well prepared for
Supervise and support a team of 5 providing guidance, training, performance feedback & helping with any issues
Develop and maintain strong relationships with our clients, addressing enquiries, resolving issues, and proactively identifying opportunities to add value
Calling and booking meetings with prospective clients
Plan and execute client events
Monitor the pipeline diligently and provide weekly updates on progress with a focus on high priority cases
Provide Management Information to the Directors during weekly meetings
Monitor KPIs and operational metrics to identify areas for improvement and drive operational efficiency.

Skills & Experience Required:

Minimum of 2 years of experience in wealth management or financial services
Previous experience managing a team
Experience working with Salesforce
Excellent leadership, communication, and interpersonal skills, with the ability to motivate and inspire team members.
Detail-oriented and organised, with a commitment to delivering high-quality work and exceptional client service
Proficiency in Microsoft Office suite and experience with wealth management software platforms (e.g. Salesforce).
Ability to prioritise tasks effectively, manage multiple projects simultaneously, and thrive in a fast-paced, deadline-driven environment.

What We Offer: