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Financial Planning Business Manager - Wetherby, United Kingdom - Allerton Park Recruitment Solutions
6 days ago
Description
Business Manager - Basic £55K - £65K + Disc Bonus and Full Benefits.
A successful and high quality Financial Planning practice is looking for a Business Manager to join their team.
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
The Client is looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured to:
consistently deliver a 5-star service to clients
- manage risk by embedding best practice and compliance into standardised processes and client workflows
- apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure the clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
Your Responsibilities
·Managing staff training and ongoing development, HR queries and policies, resourcing levels
·Managing the company's compliance and regulatory obligations
·Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
·Co-ordination of company-wide ad hoc and ongoing projects
·Managing supplier relationships
·Managing the office environment
·Managing the company's IT infrastructure and software-as-a-service providers
·Managing the company's activities to support client acquisition, retention and the company's core values.
Requirements:
·5 years or more in a Financial Services role, preferably within a Financial Planning business.
·Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
·We would prefer an individual who has knowledge of compliance and FCA requirements.
·Experience of managing others would also be preferable but not essential.
·Level 4 Diploma in Regulated Financial Planning (or equivalent)
