Financial Divisions

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 - £45,000 , 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.

& Excellent Benefits About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam Negbenebor.

Salary: Up to £35,000 (depending on experience), Study Support Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator . This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You'll play a key role in ensuring the smooth running of client processes - from preparing reports and managing meetings to liaising with clients, providers, and advisers - helping deliver exceptional financial planning support. Key Responsibilities: Prepare client documents, review packs, and reports Manage adviser diaries and client review meetings Process Letters of Authority and maintain accurate records in iO Liaise with clients and providers professionally and efficiently Ensure compliance and client data are up to date Key Skills & Attributes: Excellent attention to detail and organisation Strong written and verbal communication Proficiency in iO and Microsoft Office Team-focused, proactive, and client-driven If you're looking to develop your career with a respected and growing firm that values collaboration and excellence, we'd love to hear from you. Please contact Sam at Financial Divisions.