Practice Manager (Wealth Management) - Wokingham
We are working with a well-established IFA firm based in Wokingham looking to take on a new Practice Manager. Your main responsibility will be to lead the day-to-day operations of the practice, leading all support staff across both paraplanning and administration teams to ensure the practice delivers an excellent service to their clients.
Key responsibilities:
- Lead and manage the operations of the firm, including administrative functions, parapanning and client service
- Diary management for the Managing Directors - contacting clients, booking meetings preparing meeting packs
- Supervise and support a team 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
- Liaise with 3rd party providers to ensure we receive client's funds efficiently
- 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
- Collaborate with financial advisors and other team members to optimise workflow and enhance client experiences.
- Oversee client onboarding processes, account maintenance, and reporting activities.
- Monitor KPIs and operational metrics to identify areas for improvement and drive operational efficiency.
Qualifications and experience:
- Minimum of 3 years of experience in wealth management or financial services, with a proven track record of success in a managerial or supervisory role.
- Strong knowledge of Financial Planning regulations
- Previous experience managing a team
- 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.
- Demonstrated commitment to professional development and continuous learning.
This will be an office based position in Wokingham.
If you are interested in applying for this role then please submit a copy of your CV to josie@artemisrecruitment.co.uk
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