Derbyshire (our ref AL1037)
Salary to £32,000 plus discretionary bonus
My client is a professional Wealth Management organisation and they are looking to recruit a Practice Manager to join their team. We ar elooking for an individual who has an eye for detail, and a focus on helping the team to ensure that they can deliver excellent client outcomes and service.
The individual should possess a can do mind set and be empathetic towards others.
An infectious smile would also help as we are a close knit happy team, and have an office that appears corporate, but also has a happy family feel to it.
We have a culture and attitude of our clients are our family, and people before pounds.
If you have all of the above plus proven organisational skills, and have managed people then this role may be for you.
Managing team, holidays, contracts, recruitment, dealing with staff issues, holding regular 1-1 meetings, team meetings and quarterly reviews, end of year reviews, payrises, bonus etc
Stationery monitoring and ordering, requesting maintenance to be completed when required, managing energy contracts, keep all office supplies stocked up with regular stocktake and purchases, deal with any issues promptly eg problems with IT / Phones etc
Ensuring team remain compliant re data protection, check letters to ensure high quality, complete annual applications to renew various memberships eg Chartered status with CII, read updates and send out to team, complete training / attend webinars and feedback to team.
Monitoring income to business, monitoring pipeline, reviewing staff performance against targets, review quality scores.
Preparing Introducer paperwork, action incoming emails (external and from team) and monitor and action incoming emails for Directors.
Covering other roles during holidays / absence - assisting clients, answering calls, greeting clients, assisting with client events.
Regular meetings with Directors to give an overview of all of the above and to take on adhoc tasks that may come in, diary management for Director and for non client meetings.
Process invoices, make payments, research and make large office purchases / find best prices for all office outgoings, review deals, process client sales / purchases
What skills and attributes we are looking for:
· Excellent organisational skills
· Experience in team management
· Experience within the Wealth Management, Investments or Pensions industries preferred
· Excellent communication skills, both with clients and colleagues
· IT literate
· To present yourself in a smart and professional manner
· An understanding of FCA Compliance requirements
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
- Financial Services
- Office Management
- Organisational Skills
- Wealth Management
- People Management
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