Practice Manager
2 months ago
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
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