Practice Manager

Practice Manager

Lincoln Area -

Salary £35,000- £45,000 DOE

NJR are currently working with a market leading Wealth Management consultancy who are based in the heart of Lincoln City Centre. Established for over 30 years, our client offers a full range of expertise in financial planning, providing advice to their private and corporate clients.

Daily duties will consist of;

• 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 complex 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
• Ensure the end-to-end business process is managed and tracked efficiently in line with practice and regulatory standards
• Oversee and update all Financial Promotions including the company website
• Track ongoing advice meetings and provision of management information through the CRM as required

The successful candidate will need to have previous experience working as a senior administration experience of working within investment/wealth management environment practice. You will have experience of managing workflow, systems and procedures and knowledge of relevant regulation and legislation. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, hardworking and has the ability to work within a faced paced busy, professional and growing firm.