Office / Operations Manager (Financial Services)

Overview

You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan.

Key Attributes

• Professional, collaborative
• Acts with courage, is fair and consistent
• Calm under pressure
• Self-aware, listens to and acts on feedback, self-improver

Role

• To manage the operational needs of the business on a day to day basis and add operational value
• To oversee a team of regulated financial advisers/paraplanners and ensure they are compliant
• To manage the overall operation of the business in conjunction with/as directed by the MD
• To set targets and objectives, measure and manage performance
• To implement a development programme for the team
• You will be responsible for managing and developing staff, as well as overseeing their training
• Measure ROI (return on investment)
• Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you
• Conduct a review of current processes and where appropriate, introducing change within the business
• As a leader you will inspire quality in your team
• You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD
• You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key
• Keep MD informed of significant developments
• This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership

Key Skills

• Level 4 Diploma Qualification (minimum)
• Maintain CPDs
• Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have)
• Experience of overseeing regulated advisers
• Education – ideally hold a degree or degree equivalent
• Experience of managing a team, delivering the people plan
• Displays leadership qualities
• Experience of setting targets, objectives, KPI’s, SLA’s
• Demonstrated ability to drive a business forward
• Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing

Great Place to Work

• Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential.
• Committed to driving forward the company’s ambition to become an employer of choice and strengthen the firm’s reputation within the local community. xwzovoh

Benefits / hours

• 37 hour week (Flex) core hours 9-5, early finish on Fridays.
• Death in Service x4
• Free Parking
• Health care policy
• Pension
• Holiday – 26 days (extra day off for your Birthday)
• Work social events, Christmas, Summer
• Professional development, relevant qualifications funded and supported

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