Our large scaled national financial planning client is now excitingly recruiting for a regional office Manager to join their South East offices and teams.

This is a stand out role to join one of the most well-known and fastest growing names in the financial advice sector.

Please read on for further information…….

Role Description

Reporting directly to the Regional Director and working closely with the Regional Manager, you will be responsible for the day-to-day management responsibilities of the back office teams and the area offices.

You will have an understanding of regulatory framework and the effect this has in respect of day-to-day business and acquisitions.

Leading the back-office teams, the role will have line management responsibilities and ensure the smooth and efficient running of the designated offices.

This role will also form part of the organisations management team, working alongside the Regional Director and Regional Manager to plan and deliver long-term success and client delivery.

Key Responsibilities:

You will have detailed knowledge of the financial planning sector and be able to effectively manage personnel and multiple concurrent tasks. Previous experience of integrating acquisitions and/or change management is desirable but not essential.

Duties will include but not be restricted to:

Line Management responsibility for the back-office teams
Ensure all staff maintain client records on the company software accurately and compliantly
Ensure high levels of performance by the office staff, providing them adequate coaching and guidance
Oversee training of new employees, completing inductions and setting objectives
Check, monitor and ensure back-office team processes and procedures are adhered to
Allocate tasks and assignments, monitoring performance
Monitor relevant KPIs and act upon the data, ensuring that the results are measured against standards
Provide relevant feedback on procedural and operational efficiency
Day to day management of external suppliers
Assisting in the recruitment of back-office team members
Facilities Management
Input into future strategy of the area’s offices structures
Keep abreast of new industry developments and research the market to ensure that knowledge is current
Keep up to date with financial products and legislation and comply with all industry rules and regulations

Key requirements:

Minimum 3 years of people management experience
Good working knowledge of IO, with experience of provider platforms
Excellent planning, organisational and multi-tasking abilities are essential
Excellent communication skills at all levels
Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
Analytical and problem-solving skills
Flexibility/ adaptability to cope with change
Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
A team player with a positive attitude?

Skills & Experience Required:

Previous management experience
Flexible and able to implement others plans
A good team player with the ability to work alone
Very strong written and verbal communication skills
Highly organised and reliable
Competent user of Microsoft
Use of IO and other back office systems
Evidenced experience with within Financial Services
Good track record of successful recruitment

This role will undoubtedly suit an experienced current Office Manager, Senior Support, Team Lead Administrator who can evidence managerial qualities.

Offices are Hertfordshire and Essex, being able to commute/travel to these offices during the working work are essential to be considered further.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.