Recruit UK are working on an excellent opportunity for an Operations Manager role in Chester to join a well-established Chartered Independent Financial Advice firm.
Looking for potential to become a Director / Shareholder of a Chartered IFA Firm, Look no further!
Our client is a leading Chartered IFA company in the North Westwhospecialise in delivering face-to-face financial advice to people who have, or are in the process of accumulating Capital. All of their services are targeted towards delivering financial security for clients and their family.
They have a team of Independent financial advisers across the North West and are now actively seeking an Operations Manager to support and assist the Managing Director in all aspects running and growing the firm with the aim of doubling the turnover over a five-year term. The role involves assisting with strategy, planning, finance and project management and to manage the business in Managing Directors absence.
Operations Manager
What’s in it for you:
Salary/Benefits
- Negotiable basic between £45,000-£50,000, depending on experience
- Profit share subject to qualifying period
- Generous holiday entitlement
- Life Cover, PHI & PMI after qualifying period
- Expenses including: 45p per mile for business travel
- Potential for Directorship and discounted share purchase
Skills and experience required:
- Line management experience including recruitment, training and coaching, supervision, motivation.
- Experience of Project Management. Evidence of implementing a project.
- Ambitions to become a Director and Shareholder of a mid-sized Chartered IFA Firm.
- Detailed knowledge and experience of Intelliflo software (IO)
Desirable but not essential:
- Evidence of significant business production figures on own or team account
- Experience as an IFA supervisor
- Knowledge and experience of platforms
- Knowledge and experience of a range of investment propositions
- Knowledge and experience of regulation, compliance and T&C schemes
Who could this interest?
- Existing Operations Manager / Director
- Business Owners/Directors who may wish to move to larger established firm
- Existing IFAs who seek career progression beyond servicing clients
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