Business Manager role at top tier financial planning firm based near Wetherby
Hi
We're looking for a proactive and ambitious business manager to join our growing team. Fensham Howes is a top tier financial planning firm looking after approx. 350 clients. We are based at Bowcliffe Hall, a stunning location just south of Wetherby in West Yorkshire.
We're a firm of 18, with 5 financial planners, 8 paraplanners and 5 in our client services team. Our client base is approximately 2/3rds "private client" (high net worth families and individuals) and 1/3 "serious injury" clients (where we're a market leading firm). All of our planners and a number of our paraplanners are qualified to Chartered level or equivalent. Those that aren't are on their way.
In the last year we've made major investments into technology and we're now looking for a full-time business manager to be instrumental in developing the company's systems and processes to support our next phase of growth.
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 (operations, compliance, 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.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure our clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role.
We think potential candidates for this role could come from an administration, paraplanning, operations or compliance background.
Salary and benefits package is competitive for a top tier financial planning firm.
If this sounds like the sort of challenge you're looking for we'd love to hear from you. Please drop me a line at colin.barrett@fenshamhowes.com