Energized by the prospect of taking a company to the next level? As the Executive Director, you’ll play a crucial role in developing strategy, controlling operations and driving market growth for a niche player in the asset consulting, retirement funding and financial planning sector. Opportunity for equity in the business.

Accountable to the Board for implementing agreed Company strategy. Actively maintain a high-level view of the investment markets to provide strategic input to Board, retain existing clients, grow market share and foster a culture of excellence in service quality. Actively pursue the skills and experience needed for the role.

 Business - Plans & Budgets

·     Strategy development to grow the business significantly over the next three to five years. 

·     Prepare Annual Business Plan and Budget for adoption by the Board.

·     Monitor Company Performance against Business Plan and Budget.

Finance/Accounting/Administration

·     Oversee administration of Retirement Funds under management

·     Ensure Administration, Consulting and Asset Consulting up to the level of matches that of leaders in the market. 

·     Manage Finances through control of Financial Administrator.

·     Ensure the timely production of Monthly Management Accounts and Annual Financial Statements.

Client Management

·     Maintain relationships with existing clients.

·     Constantly explore innovations to provide a competitive edge that will secure new clients and retain existing clients.

·     Provide Asset Consulting to clients to ensure correct Asset Liability Profile.

·     Advise clients, generally, on tax implications.

Business Development

·     Carry out appropriate market research to identify potential corporate and HNW clients.

·     Prepare and deliver proposals to target clients.

·     Assist with the acquisition of the administration, consulting and asset consulting appointments to retirement funds.

      Products & Investments

·     Stay abreast of investment markets by attending presentations by Assets Managers.

·     Maintain knowledge of financial products available to corporate and individual clients.

·     Monitor the performance of Asset Managers relative to their investment mandates.

·     Present investment opportunities and related analysis to Corporate and High Net Worth (HNW) clients