Operations Manager

JR United Kingdom; Esher; On-site; GBP 45,000 - 70,000; Full time

Job summary

An exciting opportunity awaits an experienced Operations Manager at a dynamic Financial Planning firm in Surrey. This role involves overseeing the Administrative team, ensuring compliance, and providing training on regulatory changes. You will work closely with high-profile clients, contributing to bespoke financial advice. The firm offers a state-of-the-art office environment with excellent amenities, flexible working hours, and a supportive team atmosphere. If you are passionate about operations and leadership in the financial sector, this is the perfect role for you.

Benefits

Discretionary Annual Bonus

25 Days Annual Leave

Pension with 4% Matching

Flexible Working Hours

Free Onsite Parking

Yearly Salary Reviews

High-Spec Office Amenities

Qualifications

• Experience in a management role within Financial Planning.
• Proven leadership and operational skills.

Responsibilities

• Oversee the Adviser Support function and manage workflows.
• Conduct strategic monitoring and assist in process development.

Skills

Management Experience

Operations Management

Financial Planning Knowledge

Leadership Skills

Process Development

Education

Degree in Finance or Business

Job description

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Operations Manager Opportunity at a Financial Planning Firm

This is an exciting opportunity for an experienced Operations Manager to join a successful Financial Planning firm, based out of their state-of-the-art office in Surrey.

The business is looking for someone with previous management & operations experience to oversee the Adviser Support (Administration) function, including:

1. Providing workflow management for the Administrative team members
2. Conducting strategic monitoring tasks
3. Troubleshooting across the team
4. Assisting with process development across the business
5. Providing training on industry regulatory changes
6. Keeping staff up to date on compliance
7. Attending leadership team meetings

Working within a knowledgeable, close-knit team offers a fantastic opportunity for skill development. You will work with high-profile and high-net-worth clients, helping the business offer bespoke financial advice.

Company Benefits:

• Bespoke high-spec new office with amenities including a kitchen breakfast bar, pool table, breakout pods/rooms, BBQ social area, and large garden area
• Discretionary annual bonus
• 25 days of annual leave plus bank holidays
• Pension with 4% matching
• 4x Death in Service benefit
• Flexible working hours
• Free onsite parking
• Yearly salary reviews

What’s needed to be considered?

• Experience working in Financial Planning in a management role
• Proven leadership experience
• A keen interest to develop into an operational role
• Knowledge of financial products, especially Pensions and Investments
• Eagerness to share knowledge and learn on the job

What's next?

Apply today to be considered. If suitable, one of our consultants will contact you to discuss the opportunity further before submitting your CV to the client.

Synonyms: Administration Team Manager, IFA Admin Team Leader, Client Services Manager, Head of Administration, Office Manager, Practice Manager, Administration Manager, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support