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Financial Services

Lincoln

14/06/2024

Type of Position: Practice Manager (Wealth Management) - Lincoln
Pay: £35k - £45k

Practice Manager (Wealth Management) - Lincoln

We are working with a well-established SJP Practice based in Lincoln 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.

 

This will be an office-based position, working in Central Lincoln. 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 and necessary application forms;
  • Process applications accurately and record the required management information;
  • Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
     

Knowledge, experience and skills:

  • Senior administration experience of working within an SJP practice or investment/wealth management environment  practice;
  • Experience of managing workflow, systems and procedures;
  • Knowledge of relevant regulation and legislation.
  • Experience of client management systems such as Salesforce.
  • Experience of managing client accounts and relationships;
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
  • Strong attention to detail;
  • Manages time effectively with the ability to multi-task;
  • Keeps calm when faced with conflicting demands and handles these effectively;
  • Demonstrates a positive attitude at all times;
  • Works well on own tasks as well as on shared goals as part of a team;
  • Open to change with a creative approach to problem solving.
  • Professional and confident in dealing with people, working with total discretion at all times
     

If you are interested in applying for this position then please submit a copy of your CV to josie@artemisrecruitment.co.uk 

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