Financial Planning Manager

3 weeks ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time

We are seeking a highly organized and detail-oriented individual to take on the role of Practice Manager at The Recruitment Council. This position is ideal for someone who thrives in a dynamic environment and is capable of handling multiple responsibilities with precision and care.

The successful candidate will be responsible for managing daily office operations, ensuring efficiency and compliance with company policies. They will also oversee the maintenance of office equipment and facilities, implement and uphold office policies and procedures in collaboration with the head administrator.

In addition, the Practice Manager will assist in managing practice expenses, invoicing, billing, and accounts payable/receivable processes. They will work closely with the finance team to ensure the accurate and timely processing of financial transactions. The candidate will also be responsible for ensuring adherence to relevant regulations and industry standards within the office.

Key responsibilities include:

Office Operations Management

• Manage daily office operations to ensure efficiency and compliance with company policies.

• Coordinate office activities and oversee the maintenance of office equipment and facilities.

• Implement and uphold office policies and procedures in collaboration with the head administrator.

Financial Administration

• Assist in managing practice expenses, invoicing, billing, and accounts payable/receivable processes.

• Work closely with the finance team to ensure the accurate and timely processing of financial transactions.

Compliance and Risk Management

• Ensure adherence to relevant regulations and industry standards within the office.

Public Relations and Human Resources Support

• Manage employee records and coordinate team meetings and team-building activities.

• Organize client events and serve as the primary point of contact for clients and service providers.

Client and Vendor Relations

• Oversee client onboarding processes and ensure a positive client experience.

• Manage relationships with vendors and service providers, addressing client inquiries and issues promptly.

IT and Systems Management

• Supervise office IT systems and coordinate with IT support to resolve technical issues.

• Ensure software and systems are up to date and functioning efficiently, and assist in implementing new technologies.

Administrative Support

• Provide administrative support to the Managing Director and Lead Financial Planner, including scheduling meetings, preparing reports, and managing communications.

• Maintain accurate records, databases, and filing systems, and assist in managing the client database.

Financial Planning Support

• Assist in client onboarding, including gathering necessary documentation and information.

• Support Financial Planners by preparing financial plans and conducting detailed financial analyses.

Client Relationship Management

• Help manage and nurture client relationships, responding to inquiries in a timely and professional manner.

Required qualifications and experience include:

• Bachelor's degree or diploma in Business Administration or a related field.

• Certifications such as Certified Financial Planner (CFP) are an advantage.

• At least 5 years of experience in office management, financial planning, para-planning, or a related role within the financial services industry.

• Strong understanding of financial services regulations and compliance, with familiarity in CRM and financial management software.

The ideal candidate will possess excellent organizational and multitasking abilities, strong communication and interpersonal skills, and proficiency in Microsoft Office Suite and financial software. They will also have the ability to handle confidential information with discretion and demonstrate strong problem-solving, analytical, and research skills. This is an excellent opportunity for a versatile professional to contribute to a leading financial planning Family Office.

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