Practice Manager

We are a vibrant and growing Wealth Management Practice and we are looking for a bright, enthusiastic Practice Manager to join us in our Aberdeen office. We are looking to recruit an individual who has strong leadership qualities to oversee all business functions including advisory, marketing, business development, and administration ensuring they are aligned to Practice objectives;

This position is advertised on a full time basis and the role will be office based. Salary and terms are negotiable and will depend on experience.

Role Purpose
:
Overall responsibility for the day to day running of the practice to include people management, business processing, regulatory requirements, marketing and client servicing whilst supporting the Practice Directors in the development of the practice.

• Ensure all team members perform their key functions consistently and efficiently through effective people management skills and processes;
• To oversee all business functions including advisory, marketing, business development, and administration ensuring they are aligned to Practice objectives;
• Develop and manage effective systems, processes and procedures which enable Director/Advisor(s) to optimise client meetings;
• Ensure the Practice is up to date and compliant with all licensing, CPD, regulatory and legislative requirements;
• Manage communications within the Practice, and those to clients and third parties;
• Monitor business reports, trends and statistical analysis to identify opportunities and challenges which might affect the growth of the Practice;
• Deal effectively with queries and/or complaints from clients and other parties through effective communication;
• Provide support and training to new/junior staff joining the practice, ensuring their induction is planned and executed effectively;
• Speaking to advisors and PSS to ensure effective case management, and have knowledge on all pipeline business;
• Support the Directors with the end-to-end management of client events;
• Support the Directors in Human Resource Management including supporting team members, developing job descriptions, staff appraisals, recruitment activities and conducting interviews;
• Support the Directors in tracking and approving leave requests, absences etc.;
• Support the Directors in preparing internal communications to the team to ensure these are delivered 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 manage the submission of all client applications/advise sets for the practice;
• Responsibility for pipeline management and business submissions via effective people management;
• Ensure client information across all systems is accurate and up-to-date;
• Oversee and manage the preparation of seasonal client communications and gifts.

Based in our office on Queens Road, Aberdeen, the candidate will be part of a successful, growing, St. James's Place Senior Partner Practice.

• Coordinate internal projects and determine the best use of resources to increase business productivity and better client servicing;
• Support the team to develop client relationships and referrals, service existing clients and assist in building new relationships (incorporating client entertainment events) to create a first-class client servicing strategy;
• To identify any potential issues within the Practice and address them accordingly;
• To lead/oversee projects within the Practice ensuring continuity across all business functions.

• Experience of managing and developing people;
• Experience of managing workflow, systems and procedures;
• Experience of project management;
• Experience of a management role within a regulated environment;
• Familiar with prior experience within a similar role, preferably within financial services or an IFA practice.

• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Demonstrates a positive attitude at all times;
• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Exceptional…