Artemis Recruitment Consultants
St Albans, UK
Practice Manager (Wealth Management) - St Albans We are working with a well-established IFA firm based in St Albans looking to take on a new Practice Manager. Your main responsibility will be to lead the day-to-day operations of the practice, leading all support staff across both paraplanning and administration teams to ensure the practice delivers an excellent service to their clients. Key responsibilities: Lead and manage the operations of the firm, including administrative functions, parapanning and client service Diary management for the Managing Directors - contacting clients, booking meetings preparing meeting packs Supervise and support a team providing guidance, training, performance feedback & helping with any issues Develop and maintain strong relationships with our clients, addressing enquiries, resolving issues, and proactively identifying opportunities to add value Calling and booking meetings with prospective clients Plan and execute...