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My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich.
The purpose of this new role is to help maintain and grow their successful practice; they’re seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities. The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment.
The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance.
Overview
You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan.
Key Attributes
Professional, collaborative
Acts with courage, is fair and consistent
Calm under pressure
Self-aware, listens to and acts on feedback, self-improver
Role
To manage the operational needs of the business on a day to day basis and add operational value
To oversee a team of regulated financial advisers/ paraplanners and ensure they are compliant
To manage the overall operation of the business in conjunction with/as directed by the MD
To set targets and objectives, measure and manage performance
To implement a development programme for the team
You will be responsible for managing and developing staff, as well asoverseeing their training
Measure ROI (return on investment)
Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you
Conduct a review of current processes and where appropriate, introducing change within the business
As a leader you will inspirequality in your team
You will be managing a HR system, responsible for the CRM systems andwill provide Management Information to the MD
You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key
Keep MD informed of significant developments
This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership
Key Skills
Level 4 Diploma Qualification (minimum)
Maintain CPDs
Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have)
Experience of overseeing regulated advisers
Education - ideally hold a degree or degree equivalent
Experience of managing a team, delivering the people plan
Displays leadership qualities
Experience of setting targets, objectives, KPI’s, SLA’s
Demonstrated ability to drive a business forward
Have a track record as a Manager in an operational office-basedenvironment with an emphasis in sales and marketing
Great Place to Work
Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential.
Committed to driving forward the company’s ambition to become an employer of choice and strengthen the firm’s reputation within the local community.
Benefits
37 hour week (Flex) core hours 9-5, early finish on Fridays
Death in Service x4
Free Parking
Health care policy
Pension
Holiday - 26 days (extra day off for your Birthday)
Work social events, Christmas, Summer
Professional development, relevant qualifications funded and supported
