Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and accountability. They pride themselves on maintaining the highest standards of service and integrity.
Role Overview:
They are currently seeking to recruit a dynamic Practice Manager with a background of working in holistic financial planning. In this role, you will oversee a team of Paraplanners and Administrators, ensuring the delivery of high-quality research and recommendation reports. The Practice Manager plays a pivotal role in driving team performance, promoting best practices, and maintaining excellent client service standards. The role could suit an experienced IFA Administrator or Paraplanner with some managerial/mentoring experience.
Key Responsibilities:
1. Monitor team activity and coordinate workload using our Monday.Com workflow system.
2. Manage SLAs and prioritize workload allocation to ensure timely service delivery.
3. Liaise with outsourced providers to ensure end-to-end support for Financial Planners.
4. Promote best practices among team members and identify training needs.
5. Implement process improvements to enhance efficiency and meet SLAs.
6. Maintain accurate client recor...