Practice Manager (Financial Planning)

NJR Recruitment
12 Apr 2018
20 Apr 2018
Contract Type
Full Time
A rare and exciting new opportunity is available for an Practice Manager to join our client, a highly successful and entrepreneurial firm of Wealth Managers based in beautiful location of Cheshire.

The Office Manager will take full responsibility for all HR, Facilities, Compliance and staffing related matters. Managing a large team of administrative and paraplanning staff, the successful candidate will be responsible for improving and implementing office procedures. Full responsibility for all staffing needs including the recruitment, training, development and disciplinary meetings will also be involved.

Additional duties will consist of producing and compiling timely KPI's for the Executive Directors, issuing instructions to staff, assist with any new business initiatives, undertake 1:1's with staff members quarterly as well as annual appraisals, manage staff holiday and sickness and regularly team meetings, etc.

With previous experience working within the Financial Planning / Wealth Management industry, the successful candidate will have experience of managing staff and being responsible for operational tasks

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