Senior Practice Manager - St. James’s Place Practice
Near Epping Forest, Greater London
Salary up to £50,000 (DOE)


An exciting position has arisen for an experienced Senior Operations Manager to join a growing and well-established St. James’s Place practice based near Epping Forest.
About the Practice
The practice is committed to helping clients build, protect, and achieve their financial goals. It prides itself on consistently going above and beyond to build long-term trust and confidence with clients. Operating as a close-knit and supportive team, the practice takes its responsibilities seriously and is dedicated to delivering the highest standards of service.
The culture is professional, collaborative, and genuinely supportive, offering an excellent environment for someone looking to make a meaningful impact.
Role Overview
The Senior Operations Manager will have overall responsibility for the day-to-day running of the practice’s operations. The primary focus of the role is to relieve the Partner and Advisers of operational and administrative responsibilities, allowing them to spend more time client-facing and developing the business.
This role will involve managing the team, overseeing operational performance, and ensuring that all client meetings are conducted efficiently and that outcomes and actions are followed through accurately and compliantly.
Key Responsibilities
*Overall management of daily practice operations
*Leadership and development of the operations and support team
*Oversight of business processing, client servicing, and workflow management
*Ensuring regulatory and compliance requirements are met in line with St. James’s Place standards
*Monitoring team performance and driving operational excellence
*Ensuring client meetings are efficiently organised and all outputs are completed in a timely manner
*Supporting the Partner and Advisers in the ongoing development of the practice
*Involvement in marketing initiatives and business development activity
*Financial and administrative oversight of operational processes
Candidate Profile
The successful candidate will be an experienced financial services professional with strong operational, technical, and leadership skills, ideally with prior experience within a St. James’s Place practice.
Essential Experience & Skills:
*Previous experience within St. James’s Place
*Strong paraplanning and technical expertise
*Proven experience in financial services operations management
*People management and leadership capability
*Good working knowledge of regulatory and compliance requirements
*Proficiency with financial planning systems and tools
*Excellent client servicing and organisational skills
Qualifications:
*Diploma in Financial Planning (DipFA) or equivalent (preferred)
Soft Skills:
*Highly organised and detail-focused
*Proactive, accountable, and solutions-oriented
*Strong communicator with a collaborative leadership style
*Ability to manage multiple priorities in a fast-paced environment
What’s on Offer
*Salary up to £50,000, depending on experience
*A supportive, professional, and friendly working culture
*A key leadership role within a growing and successful practice
*The opportunity to make a real and lasting impact


To apply please contact Sam at Financial Divisions.