About

Salary: £30,000 – £40,000 (DOE) + benefits+ Hours: Full-time, office-based About the PracticeAn established and reputable St. James’s Place Partner Practice based in North West London is seeking an experienced and highly organised Practice Manager to oversee the day-to-day running of the business. The Practice provides bespoke financial planning and wealth management advice to private clients, with a strong reputation for exceptional client service and long-term relationships.The RoleAs Practice Manager, you will play a pivotal role in ensuring the smooth and efficient operation of the Practice. You’ll manage the administration and support team, oversee client servicing and compliance processes, and work closely with the Partner to drive business performance and deliver an outstanding client experience.Key ResponsibilitiesOversee the day-to-day operations of the Practice, ensuring workflows and client service standards are met.Manage and support the administrative and paraplanning teams, conducting regular check-ins and performance reviews.Implement and monitor compliance procedures in line with SJP and FCA requirements.Coordinate client review meetings, manage diaries, and ensure timely completion of documentation and follow-up actions.Support the Partner with management reporting, business planning, and process improvement initiatives.Maintain accurate client and business records using the Practice’s CRM systems.Act as the main point of contact for operational queries from clients, SJP, and internal team members.About YouPrevious experience in a Practice Management, Operations, or Senior Administrative role wi