Practice Manager - Financial Planning

  • Location

    Chesterfield, Derbyshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £27000 - £35000 per annum + Benefits + Bonus

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1668_1557740462

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

  • Consultant:

    #

MB Fitzgerald Recruitment are currently working with a National Financial Planning organisation who are looking to hire a Practice Manager in their Barlsborough office

The role will be to head up the back office support team in this regional office. You'll oversee all operational functions of this office, reporting to colleagues in the head office as well as the Regional Director.

Ideally we are looking for an experienced Administration Team Manager or Practice Manager from a financial planning or wealth management background although candidates who have worked in managerial positions at other financial services organisations will be considered.

On offer is a competitive basic salary plus benefits and bonus package and the opportunity to join an exciting business in a senior position.

Responsibilities:

  • Take responsibility for the overall management of the Administration Support Team, ensuring a standardised approach is followed for all processes
  • Work with Head Office to ensure all departmental standards and goals are met
  • Oversight of the maintenance of all administration systems, ensuring that all team members maintain accurate and up to date client information, providing help and guidance to all team members
  • Develop a culture of getting work right first time by implementing a flexible audit process to identify and resolve areas of concern.
  • Monitoring of departmental MI, ensuring that all workflow is completed in line with company SLA's
  • Work with the Administration Manager and other key stakeholders within the organisation to identify any process improvements required to improve standards and efficiencies with the way the remote office operates with Head Office
  • Promote and encourage a positive work environment and attitude amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered
  • Promote and encourage a positive work environment and attitude amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered
  • Carry out appraisals and set SMART objectives for direct reports, ensuring any training requirements/development needs are set to achieve business requirements whilst also ensuring their personal development and competency within their roles
  • To ensure the office facilities are maintained and liaise with head office to communicate any facilities/IT issues or requirements
  • To be an escalation point for queries as necessary
  • Identify and implement plans for own training and development needs.
  • Motivate the team through positive feedback when good feedback is received
  • Any other reasonable request made by a Departmental Head/Chief Executive of the business