My client is a Successful wealth management practice who offer their clients a personalised approach, to ensure their clients received the best financial planning advice, provided by their highly trained and experienced financial planners.
They are actively seeking a highly experienced Practice Manager to run the Bagshot Branch. The ideal candidate will have 3 years minimum management experience with background experience in management an IFA Firm. You will be reporting into the Managing Director and being the main point of contact for the rest of the team.
Duties as Followed:
To manage the day to day activities and drive the business as per Business Plan
Chair monthly Management and weekly meetings.
Manage and oversee relationships with 3rd party suppliers
Create internal service standards, and effective business processes and procedures.
Review business processes, procedures, and internal service standards on an ongoing basis in relation to client satisfaction, profitability, and efficiency.
Oversee the delivery of all general office and business administration, ensuring all legislative and business requirements are met.
Ensure that all business activities are performed in a timely and efficient manner as per internal company standards.
Ensure data security, IT, and disaster recovery policies in place and working.
Oversee general accounting functions e.g. payroll, bookkeeping and invoicing.
Prepare financial statements and forecasts for the business
Liaise with outsourced compliance support and arrange regular file reviews.
Manage team across all sites and their workload to achieve set business goals.
Create and review organisational structure, roles and responsibilities on an ongoing basis.
Performance objectives and training and development plans for the team and review at least annually.
Maintain and oversee company pension and group protection schemes
Oversee marketing plans, objectives of the Business Plan.
Sign off on the annual marketing plan and budget.
5 years working within financial planning and team management
Marketing and finance management experience - Qualifications (Cert of FP/ AFPC / Degree or equivalent)
Highly organised with excellent team management skills
This is an excellent opportunity for an experienced practice manager individual to join a successful wealth management practice. If you think you are a suitable individual with the right skills please get in touch.