Operations Performance Manager

Gallery of Pets; Swindon; Hybrid; GBP 75,000; Full time

Job summary

A dynamic financial services firm in Swindon is seeking a Senior Operations Performance Manager to lead operations and ensuring service excellence. This hybrid role requires strong leadership experience in financial services, with a focus on optimization and continuous improvement. The ideal candidate will have a Level 4 Diploma in Financial Planning and a passion for developing teams.

Benefits

Bonus scheme - on-target bonus - 10%

Pension scheme matching 5%

27 days holiday + bank holidays

Private medical insurance

Qualifications

• Established leadership and management experience from a Financial Services background.
• Good understanding of T&C framework.
• Ability to manage resources and workflow effectively.

Responsibilities

• Monitor and optimize operational activities across multiple teams.
• Ensure full-service utilization at all times.
• Create valuable reporting mechanisms for the teams.

Skills

Leadership experience

Operational efficiency

Interpersonal skills

Continuous improvement mindset

Education

Level 4 Diploma in Financial Planning

Job description

Senior Operations Performance Manager

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Location

Swindon (hybrid)

Advertising Salary

£75,000

Careers Site Advertising End Date

Not Specified

The opportunity

We're looking for an experienced leader to support our continued growth ambitions. You'll be at the heart of driving service excellence within our Partnership Services Function. In this dynamic, hands-on role, you'll lead and oversee the day-to-day operations - ensuring seamless delivery of services, operational efficiency, compliance, and a culture of continuous improvement. You'll play a key strategic role in supporting scalable, client-focused operations aligned with our business growth.

Your leadership will span across several core teams, including our Emerging Talent, Admin, and Paraplanning Teams.

Join our mission to make financial advice accessible to everyone.

Hybrid role, based 2-3 days in our Swindon office.

What We Offer

• Salary - £75,000
• Bonus scheme - on target bonus - 10%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits including private medical insurance, dental insurance, and more.

What You'll Be Doing

• Monitoring and optimizing all operational activities across multiple teams.
• Ensuring capacity is managed and maximized.
• Ensuring full-service utilization at all times.
• Designing and delivering market-leading training and development for our operational activities.
• Creating and maintaining service excellence.
• Leading and inspiring our teams to achieve excellence.
• Creating valuable reporting mechanisms and driving the best outcomes.

What will you need to succeed?

• Level 4 Diploma in Financial Planning
• Established leadership and management experience from a Financial Services background.
• Good understanding of T&C framework.
• Keen eye for quality and ability to determine actions on any underperformance, including coaching, formal plans, or escalation and determining actions on remedial steps.
• Continuous improvement mindset.
• Curious to identify process improvements.
• Ability to manage resources, workflow, and multiple tasks and priorities to deadlines.
• Relationship management and interpersonal skills, with the ability to cultivate effective relationships.

Why us?

We're a dynamic, fast-paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values and respects individuality, and we are committed to building an inclusive culture that recognizes and celebrates our colleagues' individual differences and identities — just like our financial advice, for us, it's personal. We believe everyone can make a difference, and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other, where you can balance a successful career with your commitments and interests outside of work. We believe you will bring your best self to work if you are trusted to choose when, where, and how you do it.