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- Tasks: Manage back-office operations and ensure a smooth client experience in financial services.
- Company: Fusion Consulting Group is a dynamic consulting firm focused on delivering comprehensive solutions for businesses.
- Benefits: Enjoy a competitive salary, 24 days holiday, private medical insurance, and a birthday day off!
- Why this job: Join a supportive team that prioritises your training and development while making a real impact.
- Qualifications: Five years of IFA experience, strong leadership skills, and knowledge of FCA regulations required.
- Other info: This role is based in Finchley, North London, with a full-time schedule from Monday to Friday.
The predicted salary is between 42000 - 66000 £ per year.
Job Description
Operations Manager (Financial Services)
Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced Operations Manager (Financial Services) to manage the back-office of its expanding financial division of the group.
The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.
This role is based out of our head office in Finchley, North London.
Job Description – Operations Manager (Financial Services)
Reporting directly to the Directors, you will be required to manage the day to day back-office operation of the financial services business. This role would suit someone who instinctively takes ownership and can maintain high levels of risk management. The goal is to ensure the Client's experience is smooth from beginning to end.
This is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority.
Responsibilities
- Managing all Back Office operations of the financial services division
- Manage and coach the team, fostering a culture of learning and growth
- Oversee workflow across all business areas
- Managing the data input into Intelligent Office
- Managing the Letters of Authority (LOA) process and ensuring regular follow up with the providers
- Managing fund switches and withdrawals
- Oversee the development of the non-advising administration and paraplanning staff
- Ensuring the first meeting packs are prepared for clients
- Ensuring suitability letters are prepared for Adviser sign off
- Ensuring success with client calls, fact find meetings and sending relevant documents
- Processing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic
- Liaising with clients and providers where appropriate
- Adding and updating new business and fees onto the back-office system
- Dealing with telephone and postal queries
- Producing client valuations
- Dealing with internal reporting on prospects, clients, status and fees
- Working with the finance team on commission income reconciliation
- Regularly review the firm's procedures to ensure they remain current and appropriate
- Develop new procedures to meet changes in regulation, legislation and the firm's business plan
- Assisting with any other duties as required by the Directors and being the point of contact in the absence of the Directors
Person Specification
- At least five years exposure working for an IFA; knowledge of the IFA regulatory environment the firm operates in and the issues and risks it faces
- Excellent working knowledge of FCA Principles and Rules
- Proven ability to design procedures to tackle issues and risks faced by the firm
- Experience in using Intelligent Office and Excel is essential
- Proven experience leading and managing teams
- Strong analytical and problem-solving skills
- Excellent communication, collaboration and interpersonal skills
What we Offer
- Basic Salary of up to £55,000 per annum depending on experience
- 24 days holiday + Bank holidays
- An additional day off for your Birthday every year
- Excellent training and development opportunities
- Private medical insurance
- Group life insurance
- FusionPoints bonus scheme
Job Type: Full-time, Mon-Fri 9am to 5pm
Job Location:
London, Finchley N3
About Fusion Consulting Group:
Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.
Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Digital Marketing, IT Strategy, Business Advisory, Legal Services and Financial services ensuring a joined up approach and seamless client experience.
Equal Opportunities
Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status
Operations Manager (Financial Services) employer: Fusion Consulting Ltd
Contact Detail:
Fusion Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager (Financial Services)
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements of the financial services sector, particularly those related to IFA operations. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the industry.
✨Tip Number 2
Network with professionals already working in financial services, especially those in operations roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Be ready to share specific examples of how you've fostered a culture of learning and growth, as this is a key aspect of the role.
✨Tip Number 4
Research Fusion Consulting Group thoroughly, including their mission and values. Tailor your conversations during interviews to align with their goals of disrupting the Professional Services space, showing that you're genuinely interested in contributing to their vision.
We think you need these skills to ace Operations Manager (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and operations management. Emphasise your familiarity with IFA regulations and any specific tools like Intelligent Office that you have used.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your skills align with their mission to disrupt the Professional Services space and your commitment to client satisfaction.
Highlight Leadership Experience: In your application, focus on your experience managing teams and fostering a culture of growth. Provide examples of how you've successfully led projects or initiatives in previous roles.
Showcase Problem-Solving Skills: Demonstrate your analytical and problem-solving abilities by including specific examples of challenges you've faced in past roles and how you overcame them, particularly in a financial services context.
How to prepare for a job interview at Fusion Consulting Ltd
✨Understand the Financial Services Landscape
Make sure you have a solid grasp of the financial services sector, especially the role of an Operations Manager. Familiarise yourself with the regulatory environment and the specific challenges faced by IFAs, as this will demonstrate your industry knowledge during the interview.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in managing and coaching teams. Discuss how you've fostered a culture of learning and growth in previous roles, as this aligns with the company's emphasis on team development.
✨Be Ready to Discuss Risk Management
Since the role requires high levels of risk management, be prepared to discuss your approach to identifying and mitigating risks. Share specific instances where you've successfully navigated challenges in this area.
✨Demonstrate Your Analytical Skills
The job requires strong analytical and problem-solving skills. Prepare to discuss how you've used these skills in past roles, particularly in relation to data management and process improvement within back-office operations.
