Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Ensure smooth operations and support the growth of a respected financial planning firm.
- Company: Well-established Chartered Financial Planning firm in Merseyside.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: 3-5 years in an IFA environment with strong people management skills.
- Other info: Opportunity for continuous professional development and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
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.
Operations Manager in Southport employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager in Southport
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to folks on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience in managing teams and your understanding of financial products. Use specific examples to demonstrate how you've made a positive impact in previous roles.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly through our website and express your interest. A little initiative can go a long way in making you stand out from the crowd.
✨Tip Number 4
Prepare for interviews by researching the company’s values and recent projects. Tailor your responses to show how your experience aligns with their goals. And remember, it’s not just about what you can do for them, but also how you fit into their culture!
We think you need these skills to ace Operations Manager in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Manager role. Highlight your experience in an IFA environment and any positive people management skills you've got. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us. Mention specific experiences that relate to the job description, especially around operational management and compliance.
Showcase Your Skills: Don’t forget to showcase your computer literacy and attention to detail. If you have experience with intelligent office systems, let us know! We love candidates who are proactive and ready to hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your IFA Inside Out
Make sure you brush up on your knowledge of Independent Financial Advisers (IFAs) and the specific financial products they deal with. Being able to discuss relevant legislation and demonstrate your understanding of the operational environment will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your People Management Skills
Prepare examples of how you've successfully managed teams in the past. Highlight your positive people management experience by discussing specific situations where you motivated your team or resolved conflicts. This will help illustrate your ability to foster a productive work environment.
✨Demonstrate Your Problem-Solving Abilities
Think of instances where you've improved processes or implemented new policies. Be ready to share these examples during the interview, as they will showcase your logical thinking and commitment to continuous improvement—qualities that are essential for an Operations Manager.
✨Be Ready to Discuss Compliance and Regulations
Since the role involves ensuring compliance with financial regulations, prepare to talk about your experience with regulatory requirements. Familiarise yourself with current Fire Safety Law and Health & Safety legislation, as this knowledge will be crucial in demonstrating your readiness for the role.
