Our client, a well-established and very well respected Chartered Financial Planning firm in Merseyside is currently recruiting a Practice Manager to join their busy growing team.
Key Contributions and Outputs:
Providing operational advice and support on business areas, where appropriate, to the Business Executive(s) to ensure high levels of quality are achieved throughout the business
Managing a legally compliant HR system in line with current regulations
Ensuring adequate resources are in place to meet business aims and objectives
Managing training and development to ensure the potential of individuals is achieved
Promoting the profile of the business within the profession and wider communities, including managing marketing activities
Managing the performance and development process to ensure consistency across the business
Overseeing the provision of finance administration to support business needs
Overseeing the provision of IT administration to support business needs
Leading and supporting business projects to improve current practices
Overseeing facilities throughout the business
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Managing the communication of all weekly Management Information to the Business Executive(s)
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Continuous professional development to meet regulatory requirements and personal development needs.
The role holder has primary responsibility for:
Overseeing the delivery of general office administration
Overseeing the delivery of all aspects of business administration
Overseeing the provision of designated marketing activities
Overseeing the provision of HR Management and Practice
Overseeing Continual Improvement policies and procedures
Overseeing training, performance and development of individuals
Overseeing the provision of finance administration to support business needs
The role holder will also oversee and manage the delivery of:
Designated projects as required by the Business Executive(s)
IT hardware and software systems meeting the needs of the business
Financial reporting to both the Business Executive(s) and designated regulatory bodies
Compliance to current Fire Safety Law
Compliance to current Health & Safety legislation
The role holder will also:
Assist the Business Executive(s) with queries, complaints and general customer care activities, when required
Manage and oversee annual business reviews of services and products
Provide the Business Executive(s) with regular feedback on team performance and development