Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Ensure smooth business operations and support directors in a dynamic financial planning environment.
- Company: Respected financial planning firm in Sefton with a focus on growth.
- Benefits: Competitive salary, career development opportunities, and a supportive team culture.
- Why this job: Play a key role in driving operational success and making a real impact.
- Qualifications: 3-5 years of experience in an IFA environment and strong people management skills.
- Other info: Join a team that values collaboration and offers excellent career progression.
The predicted salary is between 36000 - 60000 £ per year.
A well-respected financial planning firm in Sefton is seeking an Operations Manager to ensure smooth business operations. The ideal candidate will have 3-5 years of experience in an IFA environment, positive people management skills, and strong operational understanding.
Responsibilities include:
- Supporting directors
- Managing compliance
- Overseeing HR processes
This position offers the opportunity to contribute significantly to the company's growth and operational success.
Operations Lead – IFA Financial Planning employer: Independent Resourcing Consultancy
Contact Detail:
Independent Resourcing Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Lead – IFA Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company thoroughly. Understand their values, recent projects, and challenges they face. This will help you tailor your answers and show them you’re genuinely interested in contributing to their success.
✨Tip Number 3
Practice your people management skills! Since this role involves overseeing HR processes, think of examples from your past experiences where you’ve successfully managed teams or resolved conflicts. Be ready to share these stories during interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and connect with potential employers. Plus, it’s a great way to stay updated on new openings in the financial planning field.
We think you need these skills to ace Operations Lead – IFA Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in an IFA environment. We want to see how your skills align with the role, so don’t be shy about showcasing your people management and operational expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Operations Lead position. Share specific examples of how you've contributed to business operations in the past.
Showcase Your Compliance Knowledge: Since managing compliance is a key part of the role, make sure to mention any relevant experience you have. We love candidates who understand the ins and outs of compliance in the financial planning sector!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Independent Resourcing Consultancy
✨Know Your IFA Stuff
Make sure you brush up on your knowledge of Independent Financial Advice (IFA) practices. Understand the latest regulations and compliance requirements, as this will show that you're not just familiar with the role but also genuinely interested in the industry.
✨Showcase Your People Skills
Since the role involves positive people management, be ready to share examples of how you've successfully managed teams or resolved conflicts in the past. Highlighting your interpersonal skills can set you apart from other candidates.
✨Demonstrate Operational Savvy
Prepare to discuss specific operational challenges you've faced in previous roles and how you overcame them. This could include streamlining processes or improving compliance measures, which are crucial for the Operations Lead position.
✨Align with Company Goals
Research the firm’s mission and values, and think about how your experience aligns with their goals. Be ready to articulate how you can contribute to their growth and operational success, making it clear that you’re not just looking for a job, but a partnership.
