Operations Manager

NRG Resourcing; Fareham; On-site; GBP 40,000 - 45,000; Full time

Benefits offered by this job

8% total pension contribution

Cash benefits plan

On-site parking

Clear progression path to Director

Job summary

NRG Resourcing represents a well-established financial planning practice based in Hampshire. They seek an Operations Manager to lead the people and operational side of the business, reporting to the Director and ensuring workloads and processes run smoothly.

With a clear path to Director for the right candidate, the role focuses on developing operational leads, driving KPI performance, recruitment, and implementing improvements across New Business, Servicing and Mortgages.

Qualifications

• Proven management experience in a financial services setting.
• Background in financial planning, wealth management, mortgages or protection.
• Strong people manager with ability to develop first-line leaders.
• Decisive and comfortable making decisions without escalation.
• Effective delegator who leads through others.
• Process-minded with ability to spot workflow weaknesses and improve them.
• Comfortable with changing technology and new tools.

Responsibilities

• Manage and develop the operational leads, building them into effective first-line managers.
• Own people management, performance conversations and day-to-day people issues.
• Lead resource and capacity planning across New Business, Servicing and Mortgages.
• Own operational recruitment, from defining the need through to recommendations.
• Set and monitor operational KPIs, service levels and workload visibility.
• Own workflow and process improvement.
• Manage the two-way relationship between Sales and Operations.
• Lead the implementation and adoption of process and technology changes.
• Identify risks or capacity issues early, bringing comprehensive solutions.
• Work with the Head of Advice & Technical to ensure wealth advice is correctly documented.

Skills

Proven management experience

Financial services background

People management

Decisive

Delegation

Process-minded

Adaptable to change

Clear communication

Job description

Operations Manager | Financial Service | Financial Planning | Mortgages | £40,000-£45,000 + £3,000-£5,000 Bonus

Run the operational engine behind a growing financial planning practice - with a genuine path to Director for the right person.

About the Company

Our client is a well-established financial planning practice based in Hampshire, providing straight-talking, personalised advice across wealth management, pensions, investments, mortgages and protection. With a growing team of advisers and dedicated support functions behind them, they are now looking to strengthen their leadership team with the appointment of an Operations Manager.

About the Role

Operations Manager role responsible for the people and operational side of the practice. Reporting to the Director, you will make sure teams perform well, workloads stay under control, processes work, and routine issues are resolved at the right level, without everything needing to land on the Director's desk. For the right person, there is a genuine path to progress into a Director-level role over time.

Key Responsibilities

• Manage and develop the operational leads, building them into effective first-line managers
• Own people management, performance conversations and day-to-day people issues
• Lead resource and capacity planning across New Business, Servicing and Mortgages
• Own operational recruitment, from defining the need through to making recommendations
• Set and monitor operational KPIs, service levels and workload visibility
• Own workflow and process improvement
• Manage the two-way relationship between Sales and Operations
• Lead the implementation and adoption of agreed process and technology changes
• Identify risks or capacity issues early, bringing comprehensive solutions
• Work with the Head of Advice & Technical to ensure wealth advice is correctly documented

Package

• £40,000-£45,000 basic salary
• Performance bonus of £3,000-£5,000
• 8% total pension contribution
• Cash benefits plan and on-site parking
• Genuine progression path to Director level for the right person

Skills & Experience

• Proven management experience
• A background in financial services is essential
• A strong people manager, comfortable managing different personalities
• Decisive, and comfortable making sensible decisions without unnecessary escalation
• An effective delegator who leads through others rather than taking the work back
• Process-minded, with the ability to spot weak points in how work flows and improve them
• Comfortable with change and with adopting new technology
• A clear, practical communicator with good judgement and high standards

Why Apply?

This is an opportunity to take genuine ownership of the operational and people side of a growing financial planning practice, with real scope to shape how the business runs day to day.

You will work closely with the Director and senior leadership team, with a clear route to progress into a more senior, potentially Director-level, position as the business continues to grow