Operations Manager

Overview

Our client, a well-established and very well respected Chartered Financial Planning firm in Merseyside is currently recruiting an Operations Manager to join their busy growing team. The role of the Operations Manager is to ensure the smooth running of the business and its people.

Experience required

• Minimum of 3-5 years’ experience of working within an IFA environment
• Positive people management experience
• Sound understanding of financial products and legislation

Key Competencies

• Have a sound operational understanding of an IFA working environment
• Previous experience of positive people management
• Knowledge of working with intelligent office desirable (if needed training will be provided)
• Computer literate working with good attention to detail and accuracy
• Self-motivation, logical thinking, continuous improvement and commitment to get things done
• Continuous professional development to meet regulatory requirements and personal development needs

Deliverables

• Providing operational management highlighting any areas of additional support to the directors to ensure right levels of quality are achieved in the business
• Supporting the directors with the company vision and growth
• Developing and maintaining internal relationships for good business flow meeting agreed targets with the ability to work under pressure to tight deadlines
• Ensuring any business conducted is done in a responsible and compliant manner, meeting all legislative requirements
• Managing the requirements of all weekly Management Information to the directors and delivery of the outputs
• Ensure adequate resources are in place to meet business aims and objectives as outlined in our business plan
• Managing reviews, training and development to ensure the potential of individuals is achieved with positive people management skills
• Having the ability to take responsibility and ownership with excellent written and verbal communication
• Overseeing business projects to improve current process and practices
• Process and policy creation and implementation
• Managing our HR system in line with current regulations which support the needs of our people and the business
• Involvement in our recruitment process when engaging with new candidates and inducting them into the business
• Organising IT equipment for new starters and being responsible for hardware within the office and resolving issues by liaising with our IT supplier (if required)
• Managing the client feedback process and following up on any actions as a result
• Promoting the profile of the business within the profession and wider communities, including liaison with our marketing agency
• Responsible for current Fire Safety Law, along with Health & Safety legislation

The role holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.