Operations Manager – Financial Advice

Lime Search & Select Ltd; Doncaster; On-site; GBP 35,000 - 50,000; Full time

Job summary

A prominent Independent Financial Advisory firm in Doncaster is seeking an Operations Manager to oversee the smooth running of its Administration and Paraplanning teams. The role involves daily operations management, team development, and compliance oversight, offering a competitive salary with a bonus and potential for permanence.

Qualifications

• Management experience in the Financial Services industry required.
• Strong understanding of financial advice sales processes.
• Familiarity with systems migrations/upgrades desirable.

Responsibilities

• Lead and manage day-to-day activities of Administration and Paraplanning teams.
• Oversee recruitment, training, and performance appraisals.
• Ensure compliance standards are met throughout the department.

Skills

Team Management

Leadership

Communication

Organizational Skills

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Job description

My client is an Independent Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.

We are urgently seeking an Operations Manager, who will sit within the Administration function and primarily manage the companies back-office staff including both Administrators and Paraplanners and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.

Specifically you’ll be responsible for:

Leading and Managing the day-to-day activities of the Administration and Paraplanning teams,training and motivating the team to achieve objectives and promoting the health, safety andwelfare of all team members
Leading the recruitment and onboarding process and conducting performance reviews andappraisals in line with company objectives
Using a Diary Management System to allocate and track incoming work across the Administrationand Paraplanning teams
Liaising with advisors throughout the advice process and supporting the production of portfolioand fund analysis reports for advisor / client meetings
Researching Pensions, Protection, Savings and Investment products and completing the relevantdue diligence
Using platforms and liaising with product providers to obtain information about existing andpotential investments, including the coordination of training on new products
Assisting the compliance officer to ensure compliance standards are met throughout the financialservices department
Supporting the directors with project work in relation to improvements in business operations
Suggesting and Implementing improvements in business systems and processes, operationalefficiency and team development

We would be seeking a candidate who has Management experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven trackrecord of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and / or been involved with systems migrations / upgrades. It would also be to your advantage if you have any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning.

A great salary is offered with this 1 year fixed term contract position, with a good Bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent.

Additional information

VACANCY DETAILS

Location:
Doncaster

CLOSING DATE

Mar

30

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.