Operations & Business Development Manager

at  Burgh Recruitment Ltd Financial Services

THE ROLE: OPERATIONS & BUSINESS DEVELOPMENT MANAGER

Reporting to the Principal of the Practice, you will be the lead on -

• Overall Operations Management: oversee all business functions including advisory, business development, paraplanning and administration – Ensuring that they also align with Compound Wealth Planning (CWP) ’s objectives
• Client Relationship Optimisation: Ensure client-focused office management and improve the value proposition including dealing and resolving any client complaints and issues effectively
• Business Development: Find new avenues to grow the practice including monitoring reports to identify opportunities and challenges which might affect the growth of the Practice
• Efficiency and Productivity: Utilize technology to enhance productivity. Develop and implement effective infrastructure, systems, processes and procedures, monitor current processes and deliver continual improvement
• Team Coordination: Work with various teams and departments to ensure that all team members perform their key functions – Roles and Responsibilities
• Project Management: Lead/oversee/implement projects within the Practice
• Financial Management: Drive down costs to improve profit margins
• Recruitment and HR: Manage recruitment and HR functions
• Compliance & Legal: Oversee of the end-to-end business process, ensuring this is managed and tracked in line with Practice and regulatory standards
• CEO Support: Assist the CEO by managing emails, calendars, and other tasks to free up their time.