At a Glance
- Tasks: Lead operations to support financial advisers and enhance client experiences.
- Company: Join a dynamic new financial services firm in Newcastle, focused on innovation and personal service.
- Benefits: Enjoy hybrid working, 25 holidays, private health insurance, and study support.
- Other info: Opportunity for professional growth and a supportive team environment.
- Why this job: Be part of a growing team, shaping processes and making a real impact in the industry.
- Qualifications: Experience in IFA operations, expertise in Intelliflo, and strong organisational skills required.
The predicted salary is between 21600 - 36000 € per year.
Job Description
Behind every successful Financial Adviser is an operations powerhouse, making everything run like clockwork. That's where you come in. As the Operations Manager, you'll be the backbone of the office, the person who ensures that Advisers can focus on what they do best, while you orchestrate the complex dance of modern financial planning operations.
This isn't just about keeping the lights on. You'll be shaping how the business works, improving processes, and directly contributing to the client experience. When a client receives their annual review seamlessly delivered; when a new client is onboarded without a hitch; when the compliance is spot-on - that's your expertise at work.
You’ll be joining the business at an exciting time - a new name in Newcastle and your role will ensure you play a pivotable part in the growth of the business, with flexibility and opportunities available. This is about building something special, combining cutting edge technology with old-fashioned, personal service.
This fabulous opportunity will include the following responsibilities:-
· Utilise Intellifo fully, to make it work for the business; improve efficiencies, streamline processes and share your knowledge with the team – always ensuring best practice is delivered
· Review all operational processes, make them run smoother, better
· Manage administration – co-ordinate with providers and manage new business applications
· Liaise with the compliance team to ensure all FCA regulations and data protection guidelines are adhered to
· Provide management with reports to make a difference
· Support the administration team, make then feel valued, supported in their development and cared for
· Ensure the office functions (facilities, HR etc) operate as required
· Conduct visits to Head Office, to meet with your team and other colleagues
Benefits:
· Hours: 37 with hybrid working
· Holidays: 25 plus Bank Holidays and Xmas
· Pension
· DIS
· Private Health Insurance
· Private Medical Insurance
· Bonus
· Study support
· Free parking
Candidate Requirements:
· Must have operational experience within an IFA environment and have worked as either a Senior IFA Administrator, Team Leader, Manager or Practice Manager
· Have a comprehensive understanding of all products
· Be an Intelliflo/Intelligent Office expert, with excellent knowledge of functionality, reporting and all the shortcuts
· Exposure to onboarding new clients/M&A would be desirable, not essential (this is NOT a consolidator!)
· Possess sound regulatory knowledge
· Ideally, will have managed an Administration/Paraplanning team
· Understands the fundamentals of office management
· Organisation is your forte
· Expect high standards from others
· Be solution focussed and detail-conscious
· Genuinely thrive in a team environment
· A knowledge seeker with an inquisitive mind, able to learn and adapt to changes in the industry
Financial Services Operations Manager in Newcastle upon Tyne employer: egrecruiting-ltd
Join a dynamic and innovative team in Newcastle as a Financial Services Operations Manager, where your expertise will directly shape the future of our operations. We pride ourselves on a supportive work culture that values personal development, offering flexible working arrangements, generous holiday allowances, and comprehensive health benefits. Here, you will not only enhance operational efficiencies but also play a crucial role in delivering exceptional client experiences, all while being part of a growing business that combines cutting-edge technology with a personal touch.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Operations Manager in Newcastle upon Tyne
✨Tip Number 1
Familiarise yourself with Intelliflo and its functionalities. Since the role requires you to be an expert in this software, consider taking online courses or tutorials to enhance your skills and demonstrate your proficiency during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in operations management. Attend industry events or join relevant online forums to gain insights and potentially get referrals for the position.
✨Tip Number 3
Stay updated on the latest FCA regulations and compliance requirements. Being knowledgeable about these aspects will not only help you in the role but also show your commitment to maintaining high standards in operations.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved operational processes in previous roles. Highlighting your problem-solving skills and ability to enhance efficiency will make you a standout candidate for the Operations Manager position.
We think you need these skills to ace Financial Services Operations Manager in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your operational experience within an IFA environment. Emphasise any roles you've had as a Senior IFA Administrator, Team Leader, or Manager, and showcase your expertise with Intelliflo.
Craft a Compelling Cover Letter:In your cover letter, explain why you're passionate about the role of Operations Manager. Discuss how your skills in improving processes and managing teams can contribute to the company's growth and client experience.
Showcase Relevant Skills:Highlight your understanding of regulatory knowledge and office management fundamentals. Mention specific examples where you've successfully streamlined operations or improved efficiencies in previous roles.
Proofread and Edit:Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at egrecruiting-ltd
✨Showcase Your Operational Expertise
Make sure to highlight your previous experience in operational roles, especially within an IFA environment. Be prepared to discuss specific examples of how you've improved processes and efficiencies in past positions.
✨Demonstrate Your Knowledge of Intelliflo
Since the role requires expertise in Intelliflo, come ready to discuss your familiarity with its functionalities. You might even want to share tips or shortcuts that have helped you in your previous roles to show your depth of knowledge.
✨Emphasise Team Support and Development
This position involves managing and supporting an administration team. Be ready to talk about how you've previously supported team members' development and created a positive work environment, as this will resonate well with the interviewers.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on your regulatory knowledge. Be prepared to answer questions about FCA regulations and data protection guidelines, and provide examples of how you've ensured compliance in your past roles.
