Practice Manager – (Financial Services)
Job Type : Permanent, Full Time
Salary : £28000 – £34000/annum Plus bonus
Ashberry Recruitment are looking for a Practice Manager (Financial Services) to join our client based in Burnley. The successful candidate will be responsible for the overall responsibility for the day to day running of the practice to include people management, business processing, regulatory requirements, marketing and client servicing whilst supporting the Practice Partner in the development of the practice.
Responsibilities:
Practice Management
* Develop and manage effective systems, processes and procedures which enable Partner/Adviser(s) to optimise client meetings
* Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes
* Provide technical support and training to new/junior staff joining the practice
* Assist with the practice’s finances in a timely and efficient manner to meet deadlines and co-ordinate with accountants as required
* Ensure the Practice is up to date and in compliance with all licensing, CPD, regulatory and legislative requirements
* Manage communications within the Practice, and those to clients and third parties
Business Processing
* Ensure the end-to-end business process is managed and tracked efficiently in line with Practice and regulatory standards
* Oversee and manage the submission of all client applications/advise sets for the practice
* Ensure all relevant information required for writing the client report is available
* Ensure client information across all systems is accurate and up-to-date
Practice development
* Oversee/manage and/or contribute to all projects within the practice
* Support the team to develop client relationships and referrals, service existing clients and assist in building new relationships (incorporating client entertainment events) to create a first-class client servicing strategy
Requirements:
Knowledge and experience:
* Prior experience within a similar role, preferably within financial services or an IFA practice for at least 2 years
* Experience of working within a regulated environment
* Experience of managing and developing people
* Experience of managing workflow, systems and procedures
* Knowledge of relevant regulation and legislation
Skills and Behaviours:
* Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
* Manages time effectively with the ability to multi-task
* Keeps calm when faced with conflicting demands and handles these effectively
* Open to change with a creative approach to problem solving
* Works well on own tasks as well as on shared goals as part of a team
Salary/Benefits
* £28,000 – £34,000 Per Annum (Plus Annual Bonus)
* 25 Holidays plus bank holidays
* Death in service – equivalent to 4 times salary
