At a Glance
- Tasks: Transform business operations through automation and innovative processes.
- Company: Join a respected financial planning firm as their first operational hire.
- Benefits: Enjoy a competitive salary, private medical insurance, and flexible working arrangements.
- Other info: Be part of a dynamic team with significant career growth opportunities.
- Why this job: Shape the future of a growing business while working from home most of the week.
- Qualifications: Curiosity and adaptability are key; experience with relevant tools is a plus.
The predicted salary is between 40000 - 50000 € per year.
Are you frustrated with seeing how work could improve, yet your employer would rather take twice as long? Many office roles are about keeping the business running. This is about making it run better. You will join a well-regarded specialist financial planning firm as their first operational hire. Work from home 4 days a week, with once a week travel into Cambridge or London, and flexibility around how the job gets done. This is a key hire that enables their growth. By taking the admin burden from their Directors and Financial Planners, you will free them to scale their business and give even more responsive advice for medical professionals. They are already growing 17% to £1.4m this year with a team of six. While newly created, it has been built on good foundations. They have used Microsoft Power Automate in innovative ways to streamline their operations and know there is more to do.
What you will do:
- Learn the business and its administration, then improve it through automation and better processes.
- Become the go-to person for CRM, document management and automation tools over time.
- The role will evolve with the business, and you will have a significant say in what it becomes.
About you:
Financial planning is ripe for fresh ideas. They are more interested in capability, curiosity and an appetite for improvement than a tick box experience exercise. The tools they use are Transact, Docusign, Power Automate and Plannr, as well as standard Microsoft packages – if you know equivalent tools well and enjoy learning, that is more important. This could be Xero in Accounting, Clio/LEAP in a Law firm, or Zapier instead of Power Automate. You are bright, adaptable, diplomatic and try to see the bigger picture. Your career might have been as an Operations Manager, Business Manager, Office Manager, PA/EA or similar.
What you will get:
As the first operational hire, you will be central to scaling a business with a direct hand in shaping how they work. Salary of £40,000–£50,000. Part-time considered, which allows flexibility on salary, e.g. 4 days a week has a full-time equivalent range of £50,000–£62,500. Benefits include private medical insurance, death in service, income protection, and pension.
Recruitment process:
Full candidate pack, job description and person specification available. First stage with the MD – a getting to know you conversation where you will have plenty of opportunity to ask questions. Second stage with the MD and Technical Director, including a short discussion based task around a relevant area of work. Contact me on 07896 092024 or greg.wyatt@bwrecruitment.co.uk, if you need any help in deciding whether to apply. Or apply if you are ready. Don’t worry if your CV isn’t up to date – use what you have and we can deal with the rest later. All applications will receive a reply within 3 days. I will read every application personally and don’t use any AI for assessment purposes. Please note: the employer cannot sponsor a visa. You will need permanent and unrestricted right to work in the UK.
Business Manager employer: Bircham Wyatt Recruitment
Join a forward-thinking financial planning firm that values innovation and flexibility, offering a unique opportunity to shape operations as their first Business Manager. With a supportive work culture that prioritises employee growth and a commitment to improving processes through automation, you'll enjoy the benefits of private medical insurance, income protection, and a competitive salary while working from home four days a week. This role not only allows for personal development but also places you at the heart of a rapidly growing team dedicated to delivering exceptional service to medical professionals.
StudySmarter Expert Advice🤫
We think this is how you could land Business Manager
✨Tip Number 1
Get to know the company inside out before your interview. Research their values, recent projects, and how they use tools like Microsoft Power Automate. This will help you show them that you're not just another candidate, but someone who genuinely cares about improving their operations.
✨Tip Number 2
Practice your pitch! Be ready to explain how your past experiences can directly benefit their business. Think about specific examples where you've improved processes or implemented new tools, and be prepared to discuss these in detail during your interview.
✨Tip Number 3
Don’t shy away from asking questions during your interviews. This is your chance to find out if the role is right for you too! Ask about their current challenges and how they envision the role evolving. It shows you're engaged and thinking about the bigger picture.
✨Tip Number 4
Apply through our website! We want to make sure your application gets the attention it deserves. Plus, it’s a great way to show your enthusiasm for the role. Remember, even if your CV isn’t perfect, just get your application in and we’ll sort the rest later!
We think you need these skills to ace Business Manager
Some tips for your application 🫡
Show Your Curiosity:We want to see your appetite for improvement! In your application, highlight any experiences where you've implemented changes or learned new tools. This shows us you're not just about ticking boxes but genuinely interested in making things better.
Tailor Your CV:Don’t just send a generic CV! Make sure to tweak it to reflect the skills and experiences that align with the role of Business Manager. We’re looking for adaptability and relevant experience, so let that shine through!
Be Yourself:We value authenticity! When writing your cover letter, let your personality come through. Share why you’re excited about this opportunity and how you can contribute to our growth. We want to know the real you!
Apply Through Our Website:Ready to take the plunge? We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important details!
How to prepare for a job interview at Bircham Wyatt Recruitment
✨Know the Business Inside Out
Before your interview, take some time to research the company and its operations. Understand their current processes and think about how you could improve them. This will show your genuine interest and help you stand out as someone who is ready to make a difference.
✨Showcase Your Curiosity
During the interview, demonstrate your curiosity and willingness to learn. Ask insightful questions about their use of tools like Microsoft Power Automate and how they envision the role evolving. This will highlight your adaptability and eagerness to contribute to their growth.
✨Prepare for Practical Tasks
Since the second stage involves a discussion-based task, brush up on relevant tools and processes beforehand. Think about how you would approach automating a specific task or improving a process. Being prepared will help you feel confident and showcase your problem-solving skills.
✨Emphasise Your People Skills
As a Business Manager, you'll need to work closely with Directors and Financial Planners. Highlight your diplomatic skills and ability to see the bigger picture during the interview. Share examples of how you've successfully collaborated with others in the past to drive improvements.
