Business Manager

The Role – Business Manager, Financial Services 

This is a senior position within the firm, working alongside the senior management team.

The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management. We are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured to:

- consistently deliver a 5-star service to clients
- manage risk by embedding best practice and compliance into standardised processes and client workflows
- apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.

Your Responsibilities

• Managing staff training and ongoing development, HR queries and policies, resourcing levels
• Managing the company’s compliance and regulatory obligations
• Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
• Co-ordination of company-wide ad hoc and ongoing projects
• Managing supplier relationships
• Managing the office environment
• Managing the company’s IT infrastructure and software-as-a-service providers
• Managing the company’s activities to support client acquisition, retention and the company’s core values.

Your Experience

• Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
• Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
• We would prefer an individual who has knowledge of compliance and FCA requirements.
• Experience of managing others would also be preferable but not essential.

Apply today and a member of the team will be in touch to discuss in more detail.