OPERATIONS MANAGER - IFA Practice

ZipRecruiter; Redditch; On-site; GBP 45,000 - 55,000; Full time

Job summary

An established industry player is seeking a driven Operations Manager to enhance their team in Redditch. This role involves providing exceptional support to advisers and clients while leading operational strategies and managing staff. The ideal candidate will possess a Diploma in Financial Planning and have experience in staff management and technical report writing. With a focus on improving processes and workflows, this position offers a unique opportunity to contribute to the growth of a well-respected firm in the financial planning sector. If you're passionate about operational excellence and client service, this could be the perfect fit for you.

Benefits

Flexible working hours

Pension Scheme

Bonus Scheme

Professional Development

26 days holiday allowance

Annual holiday purchase scheme

Qualifications

• Candidates must hold a Diploma in Financial Planning.
• Advanced qualifications are preferred for this role.

Responsibilities

• Support Directors by recommending corrective actions and improvements.
• Manage Business Support and Paraplanning teams for optimal productivity.

Skills

Diploma in Financial Planning

Advanced Qualifications

Paraplanning/technical report writing

Staff management

Intelligent Office

Microsoft Word

Microsoft Excel

Microsoft Outlook

Experience with Platforms

Commissions and fees management

Education

Diploma in Financial Planning

Advanced Qualifications

Tools

Intelligent Office

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Description

OPERATIONS MANAGER - IFA Practice

Redditch

Salary up to £55,000

Flexible working with a 2.30pm finish on Friday

Pension Scheme

Bonus Scheme

Professional Development

26 day holiday allowance + BH and annual holiday purchase scheme

Our client is a well-established firm of Independent Financial Planners, providing bespoke financial solutions to both private and corporate clients. They are now seeking an operations Manager to join their expanding team in the Redditch area. They are looking for a driven and enthusiastic candidate who can provide exceptional level of support to they're advisers and clients.

Responsibilities:

• To report to the Directors of Pinnacle Financial Planning and support them by recommending corrective action and improvement to company operations
• Knowledge of FCA Rules and Regulations, including Consumer Duty
• Lead projects as agreed with all Stakeholders
• Monitor and review operational performance and business strategy in order to maximise productivity
• Develop, recommend and implement strategies to improve processes and workflows
• Review and streamline operational costs and company profitability
• Manage Business Support and Paraplanning teams to deliver optimal productivity. This includes effective training on best practices, technical queries and overall company procedures
• Undertake staff recruitment, probation reviews and ongoing staff appraisals
• Work closely with the Compliance Manager
• Point of contact for technical questions
• All back-office staff report to the Operations Manager, including holiday requests
• To work with all staff and advisers at Pinnacle in furtherance of the Company’s development and stated objectives. To carry out all tasks required by the Directors in an efficient and courteous manner.
• Responsibility for maintaining own diary to ensure that outstanding work is chased up on a regular basis.

Experience and Skills:

• Candidates applying will hold Diploma in Financial Planning, and ideally some Advanced Qualifications or other recognised industry qualifications
• Paraplanning/technical report writing experience
• Experience of managing staff
• Use of Intelligent Office, Word, Excel, & Outlook
• Ideally have experience of working with Platforms
• Experience of dealing with commissions and fees on Intelligent Office

If this role seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15697