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Reporting directly to the Regional Director and working closely with the Regional Manager, you will be responsible for the day-to-day Management responsibilities of the back-office teams and the area offices as a whole. You will also have an understanding of our Regulatory Framework and the effect this has in respect of our day-to-day business and acquisitions. Leading the area back-office teams, the role will have line management responsibilities and ensure the smooth and efficient running of the designated offices. This role will also form part of the organisations management team, working alongside the Regional Director and Regional Manager to plan and deliver long-term success.
Job Responsibility:
Allocate tasks and assignments, monitor performance
Attend and participate in monthly advisor meetings
Manage internal staff relations
Ensure that all financial planning client administration is carried out in accordance with the firms’ procedures
Implement procedural and policy changes to improve operational efficiency
Ensure top performance of office staff by providing them adequate coaching and guidance
Undertake annual appraisals with admin team to include their performance against their set objectives and set new objectives for the forth coming year and discuss remuneration
Support training of new employees, completing inductions and setting objectives
Monitor KPI’s and act upon the data, ensuring that results are measured against standards
Requirements:
Good working knowledge of IO and Platform experience essential
An understanding of Model Portfolios/DFMs preferable
Excellent planning, organisational and multi-tasking abilities are essential
Excellent communication skills at all levels
Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
Analytical and problem-solving skills
Flexibility/adaptability to cope with change
Confident with IT and office software including Teams, Outlook, Word, Excel and PowerPoint
A team player with a positive attitude
Nice to have:
An understanding of Model Portfolios/DFMs preferable
What we offer:
25 days holiday (rising with length of service) plus Bank Holidays
Holiday Purchase Scheme
Birthday leave
E-Discounts
Electric Car Scheme
Life Assurance
Pension
Corporate Eyecare
Cyclescheme
Employee Referral Scheme
Learning & Development Programme (Perspective Academy)