The Practice Manager is a brand new role responsible for ensuring the practice runs effectively and efficiently to achieve our mission and business aims. The role ultimately reports to the Director and is part of the business leadership team. The ideal candidate will be comfortable giving direction and thinking strategically, troubleshooting issues and being proactive to improve business processes and practices. Overseeing a team of 10, the Practice Manager is accountable to the leadership team for ensuring the business runs smoothly and is prepared for growth. The role will ultimately free up the Director to be more external, taking full responsibility for the day to day running of the business operations.
The ideal candidate works well on their own initiative and under pressure, understands the financial services industry and has experience of working with entrepreneurs/ business founders in a fast paced environment.
Lead the firms performance as a member of the business leadership team
Serve as exemplary role model for our mission, values and policies for all internal and external stakeholders.
Produce regular reports and analysis for the Director on outputs, progress and performance of the business
Contribute to the development of our business planning and decision-making as part of the leadership team
Work with the client delivery team to identify quarterly priorities and goals
Leading on the implementation of a company scorecard
Process Oversight, Design & Implementation
Oversee the delivery and use of processes within the business, including the use of our IT system and back office system (Intelliflo Office). .
Ensure an effective and efficient service to clients through management of the team
Design and refine processes as needed and working closely with the team
Ensure effective utilisation of reporting systems to ensure we stay on track and deliver against targets, troubleshooting any problems.
Ensure processes are aligned with ever changing FCA regulations
Team management and development
Lead on team performance and development, ensuring strong line management and accountability systems are in place
Develop training and development plans for the team, ensuring that we support our team in line with our mission and values
Lead on any future recruitment for the business
Oversee external communications including development of the website and other external communications tools
Works closely with the team to ensure the mission is effectively communicated in all that we do.
Produce regular reports on the financial performance of the firm for review with the Director
Reconciliation of new business and incoming recurring fees
Oversee the implementation of financial targets
Oversee half-yearly reports to the regulator (FCA)