Practice Manager - Financial Services

Senior Administrator - Financial Services Salary: circa £45,000 (DoE) Working as part of the team at an Appointed Representative of St. James s Place Plc. An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice. The Role: Senior Administrator - Financial Services Reporting to the Senior Partner, you will oversee all business functions including advisory, business development, paraplanning and administration, ensuring they are aligned to Practice objectives You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office You will oversee of the end-to-end business process, ensuring this is managed and tracked efficiently in line with Practice and regulatory standards You will be coordinating with the paraplanners and administrative staff, assigning tasks to ensure all cases are actioned within specific timeframes You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner You will also be responsible for diary management and client liaison for the Partner The Person: Senior Administrator - Financial Services Providing outstanding client service will be of upmost importance to you and you will ensure the seamless process from initial enquiry to completion of the advice process is delivered at all times You may be an SJP experienced Senior Administrator looking for the opportunity to ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!