Practice Manager within a SME Fee for Service financial planning practice with an independent license. Responsible for amalgamating two practices physically and integrating their systems, policy and processes. Process mapping of COIN CRM, development of service level agreements and costing analysis for tiered servicing of existing and new clients. HR responsibilities, maintenance of website, production of marketing collateral including monthly newsletter, brochures, Financial Services Guide, Financial Needs Analysis etc. Facilities Management, ensuring availability of office supplies and equipment. Liaison with IT Providers, costing of goods and services.
Responsible for branding of new combined business, registration of business name, web URL and stationery production.
Also EA to one of three partners involving constant client liaison, transacting on client's behalf, complex correspondence and reporting, liaison with fund managers and investment providers, monthly reporting, diary management, travel bookings etc.