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Job Location | Birmingham |
Education | Not Mentioned |
Salary | £45,000 - £50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Salary up to £50,000 Our client are a well-established firm of Financial Planners who are based within in Solihull, and are currently going through a period of growth within the business which has resulted in an excellent opportunity for an Practice Manager to join the growingPractice. Offering a family oriented working environment where team work is very much a true reflection of how they operate, they are seeking an ambitious individual who will have the opportunity to implement new ideas and work closely with the company Directorsto grow the business.This role will suit someone who has been working within the financial services industry (IFA Firm / Product Provider or Banking) and who has knowledge of Pensions & Investments. The successful candidate will be responsible for reporting to the Group ManagingDirector and playing a hands-on position in overseeing the operations of the Administration and Paraplanning departments.Duties and Responsibilitieso Managing staff absences including holidays - planning and covero Update staff job descriptions, create new roles, create or amend existing appraisals to align with business needso plan future resource strategically with Directorso recruitment (with support of Directors)o Develop and update interview process and procedureso Create bespoke induction and probation plans and training plus deliveryo liaise with Directors with regard to new staff members, budgeting, training agreementso monitoring of risk (with support of Board of Directors)o to carry out any other duties as required commensurate with the nature of this post.o Ensure on-going compliance and adherence to all of St Jamess Places guidance: data protection policy, IT security, risk management, financial promotions and quality of documentation requirementso managing staff absences including holidays - planning and covero Plan future resource strategically with Directorso Assist with Recruitmento Develop and update interview process and procedureso Create bespoke induction and probation plans and training plus deliveryo liaise with Directors with regard to new staff members, budgeting, training agreementso First Aid, Health & Safety and Fire Safety proceduresSkills Required" Ideally 3-4 years experience of working within the Financial Planning sector" Sound Technical knowledge of Pensions and Investments, ISAS, Bonds, Trusts and Protection" Demonstrate experience in delivering Client service to a high standard" Sufficient understanding of the needs of the Financial Services industry, FCA rules and Compliance in order to effectively carry out the roleOur client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and possess leaderships qualities.For more information please contact one of specialist consultant quoting REF: NJR14301