Financial Manager

3 weeks ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Full time
Job Opportunity

Heat Recruitment is seeking a skilled Financial Manager to lead our wealth management firm in Liverpool. This dynamic role offers the chance to shape the future of the business and work closely with the owner.

This successful practice has grown from a single advisor to a thriving team, including advisors, paraplanners, investment specialists, and administrative staff.

The Role
  • Oversee day-to-day activities, ensuring processes run smoothly and efficiently.
  • Manage the team's performance and resolve any issues that arise.
  • Develop actionable plans to drive results and achieve growth.
Key Responsibilities
  • Strategy Implementation: Translate the owner's vision into practical solutions.
  • Team Leadership: Confidently manage the team and navigate operational needs.
  • Data Analysis: Review sales data and identify trends for improvement.
Requirements
  • Integrator Mindset: Turn strategic ideas into actionable plans.
  • Proactive and Independent: Anticipate challenges and take ownership.
  • Leadership Skills: Manage a team and navigate operational needs.
Benefits
  • Be part of shaping a new entity within a thriving business.
  • Enjoy a supportive culture where employee contributions are valued and rewarded.
  • Join a team with a positive, collaborative approach.
Salary:

£65,000 per annum (estimated salary range based on location)



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