Company Manager

This prestigious company has grown organically over the years to be one of the largest and highly respected Independent Financial Advisor’s in Leicestershire, which has over £185Million under management.

With growth in mind, there is a specific need for a dynamic, “hands on”, Financial Services Professional to join this organisation and assist the Business Partners in making decisions on strategic issues and driving forward the growth of the business.

Duties Include:

1) Company Management:

a) Support & promote the operational & managerial needs of this IFA business

b) Oversee & monitor all areas of the business to ensure growth & profitability

c) Distribute, monitor & management of company workloads

d) Be first point of contact for all management queries

2) Human Resources Role:

a) Oversee all HR aspects, including recruitment process, induction training & appraisals

b) Employment Law

c) Internally improve & promote culture & vision for the company

3) Compliance:

a) Responsible for mortgage compliance issues & ensure T&C scheme meet regulators requirements

b) Assist Compliance Officer with reviews & PI risk management

c) Training for all staff

4) Project Management:

a) Review Branding & Marketing, including website, brochures, advertising, seminars, etc.

b) Review Sales processes

c) Review Administration / Sales Support processes

d) Review WRAP system

e) Review IT system

f) Review potential for acquisition / merger

Person Details:

- Evidence of good academic and intellectual background

- Experience within a financial advisory service

- Full AFPC or Diploma in Financial Planning

- Technically strong Financial Services knowledge

- Good communication skills with confident telephone and face to face manner

- Computer literacy, to include Microsoft applications and e-mail

- Good organisational & IT skills

- Management experience

- Strong man-mangement, coaching & developing skills

- Good administration & compliance experience

- Be able to implement & deliver projects /plans

- Customer focused

- Good interpersonal skills at all levels

- Adaptable, flexible, mature in approach & strength of personality

- Able to work individually and in a team

- Self-driven, highly motivated, business/commercially minded individual who can present a progressive career track

This innovative role requires a highly competent individual who is able to multi-task roles that will benefit the ongoing growth of this ambitious IFA Company.

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