IFA Practice Manager

Posted 27 April by Coast Specialist Recruitment Easy Apply

Practice Manager

Epsom

£28,000 - £35,000 (dependent on experience)

Responsibilities

  • Responsible for ensuring the smooth running of the day to day business.
  • Ensuring the practice remained on or ahead of target. Chasing pipeline to completion.
  • Delegating tasks. Hiring and interviewing staff.
  • Putting forward marketing ideas and concepts to the Partners and then implementing them.
  • Responsible for the compliance of the Practice. Conducting client satisfaction surveys.
  • Liaising with Paraplanners and Ceding companies.
  • Writing suitability letters and producing illustrations and sourcing quotations where needed
  • Preparing meeting packs for the advisors
  • Arranging client events and booking meetings.
  • Completed staff monthly reviews, recruitment and disciplinary procedures where required.
  • Keeping record of Practice’s annual performance statistics
  • Producing investment reports
  • Liaising with external providers in order to gather information to then review client’s existing investment portfolios
  • Oversee diary management, including client and prospective client meetings, arranging travel

Experience

  • Our client is looking for someone who has previous experience in a similar role.

Reference: 35010280

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