Business/Office Manager (IFA) – Middlewich – Financial Planning


Business/Office Manager – Financial Planning           J – 501


£25,000 – £28,000 basic, plus share scheme.

Proud of their success, which has been built on a solid foundation of quality and ethics, this IFA firm are based in Middlewich, Cheshire and are looking to recruit an enthusiastic, assertive, outcome orientated, and effective Business Manager.

Their clients include successful business people, families and retirees based locally and countrywide who are provided with a complete range of wealth management and personalised financial planning services.

To join as a key part of the team, you will need to ideally have already experienced managing a small team, be professional, act ethically, impartially and always in the best interests of clients. You will be strong minded with motivational capabilities, be a clear communicator and prioritise client service. You will have experience in a financial planning environment and be confident using industry software. You will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will have good attention to detail, a ‘hands-on’ approach and be capable of and willing to work on your own initiative, independently completing required projects while also liaising effectively and harmoniously with other team members.

Key responsibilities include:

Providing operational advice and support on business areas, where appropriate, to the Directors to ensure high levels of quality are achieved throughout the business

Managing training, performance 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

Overseeing the provision of IT administration to support business needs

Leading and supporting business projects to improve current practices, ensuring the client journey is fulfilled and delivered in accordance with SLAs and reviewed on a regular basis to a high standard of customer care.

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 Directors

Developing and maintaining harmonious internal relationships to help maintain business flow and meet agreed service and standards targets

Continuous professional development to meet regulatory requirements and personal development needs.

Ensuring the smooth running of the administrative function within the business

Proactive in suggesting improvements for the continuing progression of the business

This is a fantastic opportunity to join an amazing financial services firm, where loyalty, dedication and enthusiasm will be recognised and rewarded.

Attitude, drive and motivation are key to being successful in this role.

The successful candidate can expect a salary ranging from £25k to £28k per annum, dependent on experience and qualifications, plus benefits and help to facilitate training and development.

To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.

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