Practice Manager - IFA Business

  • Location

    Edgbaston, West Midlands

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2906_1619687255

  • Published:

    12 days ago

  • Expiry date:

    2021-05-29

  • Consultant:

    David Everingham

Practice Manager - Boutique IFA Practice - Edgbaston - Salary negotiable depending on experience, up to around £45K

A well established and successful IFA practice based in Edgbaston is seeking to hire a new member of staff into a key role. Working at the top levels of the firm, the brief is to manage the team, all the internal services, processes and procedures, ensure that client satisfaction remains very high and the client base and business grows. This role also has some responsibility for accounting control, compliance and T&C

Duties will include:

  • Creating and maintaining business procedures and service standards
  • Overseeing the delivery of the business administration
  • Ensuring compliance requirements are met
  • Managing IT
  • Managing HR including staff management including performance and service delivery
  • Creating a positive successful working environment
  • Managing marketing, formulating plans and delivering them

Candidate requirements are:

  • Similar experienced gained within an IFA or a Financial Institution.
  • Strong management, organisational and communication skills.
  • A positive and hard working approach and a proven ability to deliver.
  • Preferably some experience/understanding of basic accounting/book keeping procedures

An excellent opportunity to join a successful and profitable business offering a competitive salary, bonus and benefits.