Financial Planning Operations Manager , Team Management

JJ Search Ltd; West of England; Presencial; GBP 70 000 - 100 000; Tempo integral

Resumo da oferta

JJ Search Ltd is seeking a Financial Planning Operations Manager to shape how operations are delivered across a growing offshore function. You will lead Paraplanning Team Leaders and partner with senior stakeholders to drive operational excellence.

The successful candidate will implement scalable workflows, mentor teams, and ensure high-quality client service while promoting best practices across the firm. This is an influential role in a boutique financial planning environment with strong

Responsabilidades

• Direct the leadership of Paraplanning Team Leaders.
• Influence senior stakeholders and drive operational excellence.

Descrição da oferta de emprego

The Company:

A well-established boutique Financial Planning firm

The Role:

The Financial Planning Operations Manager will be given the opportunity to shape how Financial Planning operations are delivered across a growing offshore function.

The Financial Planning Operations Manager will direct the leadership of Paraplanning Team Leaders, influence senior stakeholders, and will have a great influence