Practice Manager - Wealth Management - City, London, United Kingdom, EC1A2


We are recruiting for a PA / Practice Manager for a successful Senior Partner practice of St. James's Place Wealth Management based in Moorgate, London.

Role overview

As Practice Manager the successful candidate will be providing PA & Client Servicing support for a Senior Partner Wealth Management Practice, whilst managing the daily to day operational administration within the company. This is an exciting opportunity for an individual who is interested in developing their career in a PA / Practice Manager position within the Wealth Management sector. This role is an integral part of a close-knit team within a well-established business.

Previous sales support experience of supporting a Financial Advisor is highly advantageous.

Specific Role Requirements:

  • Providing daily support to the Practice, diary management, general administration and business support
  • Preparation of meeting packs for client meetings
  • Creating and maintaining clients records
  • Preparation and submission of EBS applications
  • Preparation of illustrations and protection quotations
  • Assisting with arranging meetings with clients, dealing with client queries and sending meeting actions emails to clients
  • Full diary management for Senior Partner (Financial Adviser)

Technical Skills

  • Microsoft Excel and Microsoft Word
  • Outlook experience
  • Experience of SJP would be an advantage but not essential

Personal Attributes

  • Excellent interpersonal and communication skills, in writing, via telephone and face to face.
  • Excellent written English
  • Ability to use own initiative and be proactive
  • Able to maintain confidentiality at all times and to handle sensitive matters
  • Flexible and adaptable attitude, willing to learn
  • Smart, professional appearance at all times
  • Seeking long term commitment in a support role

Additional information

  • Salary: £27-35K per annum
  • Hours of work: Full time - 9.00am - 5.30pm
  • Location: Moorgate City Office
  • Permanent employed role

To apply for this great opportunity, please apply online.