Hours: Flexible Working
About the Practice
A well-established and highly regarded St. James’s Place Partner Practice in North London is seeking a forward-thinking and experienced Practice Manager to take ownership of the day-to-day running of the business.
We have worked closely with this Practice over the years and have seen first-hand its steady, organic growth. As part of their exciting expansion plans, they have recently incorporated a retiring Adviser’s client bank from within the SJP community and intend to welcome four additional team members before the end of Q2 next year. To support this continued evolution, they are now looking to appoint a capable and inspiring Practice Manager.
The Practice delivers tailored financial planning and wealth management solutions to private clients, with a strong reputation for exceptional service and long-standing relationships. Operating from stunning, contemporary offices, this is a fantastic opportunity for an organised professional who thrives in a growing, quality-driven environment.
The Role
As Practice Manager, you will be at the heart of the business, ensuring seamless operational performance and providing leadership across the Administration and Paraplanning functions. You will work closely with the Partner and the Senior Management Team, contributing to both strategic and operational initiatives.
This position is designed with future progression in mind — the successful candidate can expect to evolve into an Operations Manager role as the Practice continues to expand.
Key Responsibilities
- Take ownership of the Practice’s daily operations, continually refining processes to promote efficiency and outstanding client care.
- Lead, mentor, and guide the Administration and Paraplanning teams with regular team engagement, coaching, and structured performance management.
- Oversee and embed compliance standards in line with SJP and FCA guidelines, ensuring the Practice remains audit-ready at all times.
- Coordinate client servicing activity, including review meeting preparation, diary management, pipeline oversight, and workflow monitoring.
- Work closely with the Partner on operational planning, management reporting, and identifying opportunities to enhance systems and procedures.
- Maintain structured and accurate client and business records through the Practice’s CRM and internal systems.
- Serve as a central point of escalation for operational matters, liaising with clients, the SJP Head Office, and internal stakeholders as needed.
About You
- You’ll bring demonstrable experience in a Practice Management, Operations Lead, or Senior Support role within an SJP Partner Practice or reputable wealth management firm.
- A natural organiser with strong people-management skills, able to juggle competing demands while keeping the team motivated and aligned.
- Comprehensive understanding of financial planning processes, client lifecycle management, and regulatory responsibilities.
- Meticulous, proactive, and solutions-oriented, with a commitment to maintaining high standards across the business.
- An engaging communicator who builds rapport easily and represents the Practice with professionalism.
- Confident working with Microsoft Office and familiar with CRM systems; experience with Salesforce or Intelliflo is a bonus.
What’s on Offer
- Salary of £38,000 – £42,000, depending on experience.
- The chance to join a respected and well-run SJP Partner Practice with a welcoming and supportive culture.
- Long-term career development, including a clear path toward an Operations Manager position.
- A beautiful office environment in North West London, offering a collaborative, ambitious, and people-focused atmosphere.
Please contact Sam at Financial Divisions for more information for this role, thank you.