Advice Operations Team Leader

IDEX Consulting; Cardiff; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking an Advice Operations Team Leader to spearhead a high-performing team in financial planning operations. This role offers the chance to streamline processes and ensure exceptional service delivery in a client-focused environment. The ideal candidate will possess strong leadership skills, experience in financial services operations, and a passion for mentoring and developing teams. With a competitive salary and attractive benefits, this is a fantastic opportunity to make a significant impact within a dynamic and growing organization. If you're ready to lead and drive change, we invite you to apply!

Benefits

28 days' holiday, increasing to 30

Company-matched pension

BUPA healthcare

Qualifications

• Strong leadership experience in financial services operations.
• Ability to manage multiple priorities while ensuring service quality.

Responsibilities

• Lead the Advice Operations team to deliver outstanding service.
• Manage team performance through coaching and development plans.
• Drive continuous improvement in processes and service delivery.

Skills

Leadership Skills

Performance Management

Multi-tasking

Strategic Delegation

Regulatory Compliance

Job description

Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick, Cheltenham or Cardiff.

This is your opportunity to lead a high-performing team, streamline processes, and ensure exceptional service delivery in a thriving, client-focused environment.
In this role, you'll lead a team of Financial Planning and Client Relationship Executive Assistants, ensuring top-tier support for Financial Planners while maintaining regulatory and policy compliance. Your expertise in performance management, multi-tasking, and strategic delegation will be key in driving operational excellence.

What You'll Be Doing:

• Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients.
• Ensuring all client information is accurately maintained in our systems.
• Managing team performance through regular reviews, coaching, and development plans.
• Monitoring data control reports and addressing issues proactively.
• Collaborating with Compliance on client complaints and remediation.
• Driving continuous improvement in processes, efficiency, and service delivery.

What We're Looking For:

• Strong leadership skills with experience in financial services operations.
• Ability to manage multiple priorities while maintaining high-quality service.
• Skilled in training, mentoring, and developing teams.
• Experience in managing regulatory and policy adherence within financial services.
• Local to one of the following locations: Warwick/Cheltenham/Cardiff

The firm offers a highly competitive salary along with an attractive benefits package, including:

• 28 days' holiday, increasing to 30
• Company-matched pension
• BUPA healthcare and more

This is an incredible opportunity to make an impact within a dynamic and growing organisation. If you're ready to take on a leadership role where you can drive change, support a high-performing team, and contribute to our success, we'd love to hear from you!

Please reach out in confidence to [e-mail]