Our client is a rapidly growing financial advisory firm with a national footprint of Insurance Advisors, Mortgage Advisors and Financial Advisors. As part of their next stage of growth, the 2 Directors are looking to recruit a Practice Manager who can assist them in running the operational and administrative aspects of the business, freeing them up to work on the leadership and strategic projects
As Practice Manager, you will have a varied role, consisting of HR, recruitment, supplier relationships, payroll and commission co-ordination, creditor recovery and overseeing training / CPD completion. Full job description provided to shortlisted candidates.
Methods of measuring your effectiveness in your role will include: net recruitment growth, payroll accuracy, recovery of creditors, positive team engagement, identification, team member CPD completion, accurate MI reports etc
Due to the nature of being FCA regulated, it is important these duties are carried effectively with high accuracy, to ensure the business remains compliant and high performing. As such, we are seeking an experienced individual with familiarity with the financial advisory profession (insurance, mortgages or wealth management).
The business is rapidly growing and has plans to double in size from their current salesforce of 80 Advisors. As such, the business is now at a stage that would benefit from having robust processes in place, which you will be a key part in assisting with.
Due to the flat structure of the business, there will be minimal line management required.
Practice Manager Requirements
You must have experience within financial advice profession (insurance, mortgages or wealth) – individuals without FS experience will likely be rejected
You should have experience of assisting senior leadership team with running an efficient business
You should have good knowledge of FCA regulations
You should have strong knowledge of UK employment law and right to work processes
You should experience in creating MI dashboards, presentations and tracking Adviser KPIs
Knowledge of HRIS, payroll platforms (e.g. Sage, Xero) and CRM systems
The Company
Established 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcount, whereby you will be working closely with the Directors of the business to deliver on these goals
Practice Manager Benefits
Salary of £40,000 - £50,000
Hybrid working, working from their City of London and home working
Playing a key role in the growth of this business
Supportive team culture
Locations
Commutable to City of London
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