Overview
We are a growing consultancy based in central Hertfordshire, who are keen to acquire the right candidate in supporting the Managing Director with the running of the entire operation. This key role reports directly to the Managing Director and plays a critical role in supporting business as usual operations as well as special projects and strategic decision making. The successful candidate will work closely with the MD and have wide ranging operational experience, with strong commercial acumen and problem solving capabilities.
Key responsibilities
- Strategy: Supporting the MD, acting as a sounding board in determining future strategy and requirements.
- Staff: Managing and supporting staff, holding them to account, ensuring they are delivering their objectives and corporate priorities.
- Personnel: Reviews and restructuring conversations and implementation.
- Skills: Identifying required skill sets for the business and recruiting to positions where required.
- Inductions: Ensuring inductions are properly planned and undertaken.
- MI and data: Analysis of data and scenario planning; ensure required financial and business information is delivered in a timely fashion and in a way appropriate to the audience in order to support business decision making (includes meeting prep, MI, personnel data etc).
- Systems and processes: Ensuring that systems are optimised, kept up to date and complied with.
- Technology: Identify opportunities for new technology to speed up working practices and reduce overhead; embrace AI and develop opportunities for efficiency; ensure effective technology interface with the office (includes diary management).
- Communications: Writing and delivering presentations and other collateral; ensuring staff are kept apprised of key information; interface with key stakeholders; identify business opportunities inside and outside the core business; conduct due diligence where appropriate.
- Finance: Cash flow oversight and interfacing with accountant; tracking adviser remuneration for TP project via client conversions; understand money flows and FUM.
- Compliance: Ensuring compliance issues are managed including backlog in GMT; ensure FCA returns are completed and submitted on time.
Key skills and experience
- A proven, proactive approach to managing business operations with strong commercial acumen.
- A resilient individual with the ability to work under pressure both as an individual and as part of a team.
- Experience of managing staff and getting the best from them.
- Strong verbal and written communications skills and experience of managing diverse stakeholders.
- Adaptable, multi-tasking capability with ability to juggle priorities as required.
- Knowledge of financial sector and/or banking or financial services.