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For Companies At a Glance
- Tasks: Own daily operations and enhance customer experience through problem-solving.
- Company: Join a tech-driven firm transforming wealth management across the UK.
- Benefits: Enjoy training, support, and opportunities for growth in a dynamic environment.
- Why this job: Shape your role while making a real impact in a growing company.
- Qualifications: Ideal for Paraplanners ready to transition into operations with strong problem-solving skills.
- Other info: Potential for future leadership roles and a chance to influence company culture.
The predicted salary is between 60000 - 70000 £ per year.
Senior Operations Specialist
Salary £60k – £70k
London
Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client
Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions.
The Role
Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist.
You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge.
As a Senior Operations Specialist, you\’ll play a key role in owning day-to-day operations – you will play a crucial role in delivering all the operational aspects that create our exceptional customer experience.
As the business grows, you\’ll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We\’ll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career.
It\’s an unusually broad role that will suit someone who loves learning. It\’s a fantastic opportunity to join a business at the start and play a key role in shaping our future.
Responsibilities
- Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
- ‘Seeing around corners\’ – anticipating customer & business needs or risks
- Untangle complex operational problems and come up with practical solutions
- Driving the team to consistently achieve its daily, weekly & monthly targets
- Onboarding new clients & relationship management – (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
- Act as a trusted point of contact for questions relating to operational processes
- Future potential for team leadership
- Ensuring we are compliant with key regulatory requirements
- Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
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Senior Operations Specialist employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Operations Specialist
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial technology. Understanding how these innovations impact client interactions will help you demonstrate your knowledge during discussions.
✨Tip Number 2
Network with professionals in the operations and wealth management sectors. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss specific examples of how you've solved complex operational problems in the past. Highlighting your analytical skills and practical solutions will show that you're ready for the challenges of this role.
✨Tip Number 4
Research the company culture and values of our client. Being able to articulate how your personal values align with theirs will make you a more attractive candidate and demonstrate your commitment to being a culture ambassador.
We think you need these skills to ace Senior Operations Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner and any operational roles you've held. Emphasise skills that align with the responsibilities of the Senior Operations Specialist, such as problem-solving and client management.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company’s mission. Discuss how your background in financial advice can contribute to improving client interactions and operational efficiency.
Showcase Problem-Solving Skills: Provide specific examples in your application of how you've untangled complex operational problems in the past. Highlight your ability to anticipate needs and develop practical solutions that enhance customer experience.
Highlight Continuous Learning: Mention your eagerness to learn and grow within the role. Discuss any relevant training or certifications you have completed, and express your interest in further development opportunities offered by the company.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific examples of how you've untangled complex operational problems in the past. Highlight your analytical thinking and practical solutions that led to successful outcomes.
✨Demonstrate Your Understanding of Client Needs
Since the role involves anticipating customer and business needs, come equipped with insights on how you can enhance client interactions. Share any relevant experiences where you successfully managed client relationships.
✨Emphasise Your Adaptability
This position offers the chance to shape your role as the business grows. Be ready to talk about how you've adapted to changes in previous roles and how you can bring that flexibility to this new opportunity.
✨Prepare Questions About Company Culture
As a culture ambassador, you'll need to engage colleagues and propose new ideas. Prepare thoughtful questions about the company's culture and values to show your interest in contributing positively to the team environment.
