Vacancies

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 as a whole. You will also have an understanding of our Regulatory Framework and the effect this has in respect of our day-to-day business and acquisitions.

Leading the area 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.

Office: Perspective East Anglia

Location: Braintree

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependant on experience and qualifications. Available upon request.

Key requirements are:

• 3-5 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:

Essential:

• Previous Management Experience.

• Studying towards relevant Professional qualifications.

• 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.

• Able to act autonomously.

Desirable:

• Use of IO and Volume.

• A background within Financial Services.

• Good track record of successful recruitment.

• Experience of Change Management.

• Experience of Business Coaching.

Key Personal Competencies:

• Customer Focus – knowing who your customers are, keeping and meeting their needs at the

forefront of your mind, and taking responsibility for the service delivered to them.

• Communicating & Influencing – the ability to communicate effectively and to influence others

to act and / or commit support to one’s own goals or objectives.

• Team work – a flexible approach to work as part of a team, able to work with and for others,

sometimes putting the needs of others ahead of your own.

• Decision Making & Judgement – the ability to exercise judgement.

• Planning & Organising – the ability to develop clear and logical step-by-step plans for yourself,

taking into account your role within the team.

• Preference for Action – grasping issues that require resolution and ensuring that appropriate

action is taken.

• Change Orientation – the willingness to positively embrace and support change.

• Leadership – able to gain the confidence of others so that they will follow and embrace

decisions made.

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.

Duties will include but not be restricted to:

• Line Management responsibility for the back-office team.

• 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.

• Manage internal staff relations.

• Provide relevant feedback on procedural and operational efficiency

• Day to day adherence to Health & Safety regulations within your offices

• Day to day Management of external suppliers

• Human Resource Management, assisting in the Recruitment of back-office team members

• Facilities Management

• Input into future strategy of the area’s office structure

• 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

Due to the nature of the business, the role may also include additional tasks considered

reasonable.

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.