Senior Operations Specialist

JR United Kingdom; Slough; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in the wealth management sector is looking for a Senior Operations Specialist to enhance operational processes and improve client experiences. The ideal candidate is a Paraplanner who can develop solutions to complex operational challenges while managing relationships and ensuring compliance. This role offers great growth potential and the chance to shape the team's direction as the business evolves.

Qualifications

• Experience in operational roles relevant to wealth management.
• Ability to anticipate client needs and solve complex operational issues.
• Strong communication and relationship management skills.

Responsibilities

• Ownership of operational processes and ensuring delivery excellence.
• Onboarding new clients and acting as a trusted contact for operational queries.
• Driving team performance to meet targets and ensuring compliance.

Skills

Operational Management

Problem Solving

Client Relationship Management

Compliance Awareness

Team Leadership

Education

Relevant industry experience as a Paraplanner

Job description

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Are you a Paraplanner seeking a route in Operations and Management?

Are you able to anticipate business and client needs?

Can you untangle complex operational problems and create with practical solutions?

The Client

Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions.

The Role

Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist.

You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge.

As a Senior Operations Specialist, you'll play a key role in owning day-to-day operations - you will play a crucial role in delivering all the operational aspects that create our exceptional customer experience.

As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career.

It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future.

Responsibilities

• Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
• ‘Seeing around corners' - anticipating customer & business needs or risks
• Untangle complex operational problems and come up with practical solutions
• Driving the team to consistently achieve its daily, weekly & monthly targets
• Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
• Act as a trusted point of contact for questions relating to operational processes
• Future potential for team leadership
• Ensuring we are compliant with key regulatory requirements
• Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration