Operations Lead – IFA Financial Planning

Independent Resourcing Consultancy; Sefton; On-site; GBP 50,000 - 70,000; Full time

Job summary

A well-respected financial planning firm in Sefton is seeking an Operations Manager to ensure smooth business operations. The ideal candidate will have 3-5 years of experience in an IFA environment, positive people management skills, and strong operational understanding. Responsibilities include supporting directors, managing compliance, and overseeing HR processes. This position offers the opportunity to contribute significantly to the company's growth and operational success.

Qualifications

• 3-5 years' experience in an IFA environment.
• Strong people management and communication skills.
• Understanding of financial products and legislation.

Responsibilities

• Manage operational processes to ensure quality standards.
• Support directors in business vision and growth.
• Develop internal relationships for efficient business flow.
• Ensure compliance with all legislative requirements.
• Oversee HR systems and engagement with new candidates.

Skills

People management

Operational understanding of IFA

Attention to detail

Logical thinking

Continuous improvement

Tools

Intelligent Office

Job description

A well-respected financial planning firm in Sefton is seeking an Operations Manager to ensure smooth business operations. The ideal candidate will have 3-5 years of experience in an IFA environment, positive people management skills, and strong operational understanding. Responsibilities include supporting directors, managing compliance, and overseeing HR processes. This position offers the opportunity to contribute significantly to the company's growth and operational success.