OPERATIONS MANAGER - IFA Practice

NJR Recruitment; Redditch; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a driven Operations Manager to enhance their operational efficiency and support their financial advisers. This role involves leading projects, managing teams, and implementing strategies to optimize processes and workflows. The ideal candidate will have a strong background in financial planning, staff management, and proficiency in relevant tools. With a focus on professional development and a supportive work environment, this position offers an excellent opportunity for career growth and contribution to the company's success.

Benefits

Flexible working hours

Pension Scheme

Bonus Scheme

Professional Development

26-day holiday allowance

Annual holiday purchase scheme

Qualifications

• Experience managing staff and leading teams.
• Proficiency in financial planning and paraplanning.

Responsibilities

• Support Directors with operational improvements.
• Manage Business Support and Paraplanning teams.
• Collaborate with staff to achieve company objectives.

Skills

Diploma in Financial Planning

Paraplanning

Technical Report Writing

Staff Management

Proficiency in Intelligent Office

Proficiency in Word

Proficiency in Excel

Proficiency in Outlook

Education

Diploma in Financial Planning

Advanced Qualifications in Finance

Tools

Intelligent Office

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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 an exceptional level of support to their advisers and clients.

Responsibilities:

1. Report to the Directors of Pinnacle Financial Planning and support them by recommending corrective actions and improvements to company operations.
2. Ensure knowledge of FCA Rules and Regulations, including Consumer Duty.
3. Lead projects as agreed with all stakeholders.
4. Monitor and review operational performance and business strategy to maximize productivity.
5. Develop, recommend, and implement strategies to improve processes and workflows.
6. Review and streamline operational costs and company profitability.
7. Manage Business Support and Paraplanning teams to deliver optimal productivity, including effective training on best practices, technical queries, and company procedures.
8. Undertake staff recruitment, probation reviews, and ongoing staff appraisals.
9. Work closely with the Compliance Manager.
10. Serve as the point of contact for technical questions.
11. Oversee all back-office staff reporting to the Operations Manager, including holiday requests.
12. Collaborate with all staff and advisers to support the company’s development and objectives, carrying out all tasks efficiently and courteously.
13. Maintain own diary to ensure timely follow-up on outstanding work.

Experience and Skills:

1. Holders of Diploma in Financial Planning, preferably with some Advanced Qualifications or other recognized industry qualifications.
2. Experience in paraplanning and technical report writing.
3. Experience managing staff.
4. Proficiency in Intelligent Office, Word, Excel, & Outlook.
5. Ideally, experience working with platforms and dealing with commissions and fees on Intelligent Office.

If this role seems like the right fit for you, apply online or contact one of our specialist consultants quoting reference NJR15697 for further information.