Job Information

IFA Practice Manager

• Location: Coventry
• Salary: £38,000 - £45,000
• Position: Full time

Job Description

Practice Manager required for a busy and growing IFA financial planning firm in Coventry.

Are you the experienced manager looking to support a Managing Director and run the office?

Do you want to work for a great company where the work is varied, and you can put your skills to good use and learn some new ones?

This is a fantastic opportunity to take on a key role in a company that is entrepreneurial by nature and has its eyes set on growth. The role’s brief is wide and will include managing a small team, running our processes and procedures, and ensuring client satisfaction is high and that the client base and business grows. As they hire more team members, this role’s responsibilities will increase, and this presents an excellent opportunity to enhance your skills and really play a vital part in a business sitting at the very heart of its leadership team and decision making.

Role and responsibilities

Our Clients are looking for someone who has gained management and administration experience with a financial planning or IFA practice to undertake the duties that broadly fall into the following categories:

Operations

• Heading up and overseeing the operational development of the business including employee recruitment and retention, training and development, continual improvement, benefits and rewards, facilities, team meetings and operational projects.
• Overseeing the provision of operational activities to support the business needs.
• Determining the short, medium, and long-term operational plans and targets for the business and setting out how these will be achieved.

Business Administration

• Delivery of all aspects of business administration.
• Support to the Director in the provision of Compliance administration activities.
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
• Ensuring compliance files are maintained.
• Continuous professional development to meet personal development needs.
• Liaise with external parties in respect of compliance matters.
• Maintaining facilities and office stock.

Finance Administration

• Recording and reconciling commission receipts.
• Accounts payable.
• Monitoring and managing Debtors and Creditors.

A full job specification with a complete list of duties is available on request.

Benefits

Essential Skills

• At least two or three years of experience gained working in an IFA / financial planning business.
• Financial planning administration, sales support of business or office management experience.
• Possess high levels of attention to detail and be highly accurate.
• Be comfortable working in a fast-paced work environment.
• Have the willingness to pitch in and help out in other areas when required.

Please apply online or contact Claire at Cameron James for full information