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- Tasks: Lead operations, HR, training, and marketing for a top financial planning firm.
- Company: Join a respected Chartered Financial Planning firm in Merseyside with a strong reputation.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Make a real impact by improving business practices and supporting team success.
- Qualifications: Experience in management, HR, or finance is preferred; passion for development is key.
- Other info: Be part of a growing team that values compliance and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a well-established and very well respected Chartered Financial Planning firm in Merseyside is currently recruiting a Practice Manager to join their busy growing team.
Key Contributions and Outputs:
- Providing operational advice and support on business areas, where appropriate, to the Business Executive(s) to ensure high levels of quality are achieved throughout the business
- Managing a legally compliant HR system in line with current regulations
- Ensuring adequate resources are in place to meet business aims and objectives
- Managing training and development to ensure the potential of individuals is achieved
- Promoting the profile of the business within the profession and wider communities, including managing marketing activities
- Managing the performance and development process to ensure consistency across the business
- Overseeing the provision of finance administration to support business needs
- Overseeing the provision of IT administration to support business needs
- Leading and supporting business projects to improve current practices
- Overseeing facilities throughout the business
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
- Managing the communication of all weekly Management Information to the Business Executive(s)
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Continuous professional development to meet regulatory requirements and personal development needs.
The role holder has primary responsibility for:
- Overseeing the delivery of general office administration
- Overseeing the delivery of all aspects of business administration
- Overseeing the provision of designated marketing activities
- Overseeing the provision of HR Management and Practice
- Overseeing Continual Improvement policies and procedures
- Overseeing training, performance and development of individuals
- Overseeing the provision of finance administration to support business needs
- The role holder will also oversee and manage the delivery of: Designated projects as required by the Business Executive(s)
- IT hardware and software systems meeting the needs of the business
- Financial reporting to both the Business Executive(s) and designated regulatory bodies
- Compliance to current Fire Safety Law
- Compliance to current Health & Safety legislation
The role holder will also:
- Assist the Business Executive(s) with queries, complaints and general customer care activities, when required
- Manage and oversee annual business reviews of services and products
- Provide the Business Executive(s) with regular feedback on team performance and development
Practice Manager employer: Bond Rec
Contact Detail:
Bond Rec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in Merseyside. Attend local events or join relevant online groups to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarize yourself with current HR regulations and compliance standards relevant to the financial sector. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high operational standards.
✨Tip Number 3
Showcase your experience in managing training and development programs. Be prepared to discuss specific examples of how you've helped individuals reach their potential in previous roles.
✨Tip Number 4
Research the company's marketing activities and community involvement. Being able to speak knowledgeably about their initiatives will show your genuine interest in promoting the firm's profile and values.
We think you need these skills to ace Practice Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Practice Manager position. Understand the key contributions and outputs expected, as well as the primary responsibilities. Tailor your application to highlight your relevant experience in these areas.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in operational management, HR systems, and business administration. Provide specific examples of how you've successfully managed teams, projects, or compliance in past roles.
Showcase Leadership Skills: Since the role involves overseeing various functions and leading projects, make sure to showcase your leadership skills. Discuss any relevant experiences where you led a team, managed training and development, or improved business practices.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific needs of the firm. Mention your understanding of the financial planning industry and how your skills align with their goals. Be sure to express your enthusiasm for contributing to their team.
How to prepare for a job interview at Bond Rec
✨Understand the Business Landscape
Familiarize yourself with the financial planning industry, especially in Merseyside. Research the company’s values, mission, and recent developments to show your genuine interest and understanding of their operations.
✨Highlight Your HR Management Skills
Since managing a legally compliant HR system is crucial for this role, be prepared to discuss your experience with HR policies, compliance, and how you've successfully managed training and development in previous positions.
✨Demonstrate Project Management Experience
Be ready to share specific examples of projects you’ve led or supported that improved business practices. Highlight your ability to oversee multiple areas such as finance, IT, and administration while ensuring compliance with regulations.
✨Showcase Your Communication Skills
Effective communication is key in this role. Prepare to discuss how you’ve managed internal relationships and communicated performance feedback in the past. This will demonstrate your capability to maintain business flow and meet targets.
