Operations Manager - Path to Director in Financial Planning

NRG Resourcing; Fareham; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Performance bonus

On-site parking

Progression path to Director level

Job summary

NRG Resourcing is recruiting an Operations Manager for a growing financial planning practice in Hampshire. You will oversee people and operations, ensuring workloads, processes and issues are managed effectively, reporting to the Director.

For the right person there is a genuine progression path to a Director-level role as the business grows, with a strong emphasis on improving workflows and service levels across New Business, Servicing and Mortgages.

Qualifications

• A background in financial services is essential.
• Decisive and comfortable making sensible decisions.
• An effective delegator who leads through others.
• 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.

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.

Skills

Financial services

Decisive

Delegation

Process improvement

Change management

Clear communicator

Job description

NRG Resourcing is recruiting an Operations Manager for a growing financial planning practice in Hampshire. You will oversee people and operations, ensuring workloads, processes and issues are managed effectively, reporting to the Director.

For the right person there is a genuine progression path to a Director-level role as the business grows, with a strong emphasis on improving workflows and service levels across New Business, Servicing and Mortgages.