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For Companies At a Glance
- Tasks: Own and innovate operational processes to enhance customer experience.
- Company: Transformative wealth management firm using tech to improve financial advice.
- Benefits: Competitive salary, training support, and opportunities for career growth.
- Why this job: Shape the future of finance while making a real impact in operations.
- Qualifications: Experience as a Paraplanner with strong problem-solving skills.
- Other info: Join a dynamic team and be a culture ambassador.
The predicted salary is between 60000 - 70000 £ per year.
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 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
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
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their mission and values, and think about how your skills as a Paraplanner can translate into operational excellence.
✨Tip Number 3
Showcase your problem-solving skills! Be ready to discuss specific examples of how you've untangled complex issues in the past. This will demonstrate your ability to anticipate needs and deliver practical solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Operations Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Operations Specialist. Highlight your experience as a Paraplanner and any operational skills that show you can untangle complex problems and deliver excellent customer experiences.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about operations and how your background aligns with our mission. Share specific examples of how you've anticipated client needs or improved processes in your previous roles.
Showcase Your Problem-Solving Skills: In your application, don’t shy away from sharing instances where you've tackled operational challenges. We want to see how you think on your feet and come up with practical solutions that drive results.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to shape the future of our operations.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Operations Inside Out
Make sure you understand the key operational processes relevant to the role. Brush up on your knowledge of how technology is transforming wealth management and be ready to discuss how you can contribute to improving these processes.
✨Anticipate Questions About Problem-Solving
Prepare for questions that ask you to untangle complex operational problems. Think of specific examples from your past experience where you've successfully identified issues and implemented practical solutions, as this will showcase your analytical skills.
✨Showcase Your Client Management Skills
Since relationship management is crucial, be ready to talk about your experience onboarding clients and managing relationships. Highlight any strategies you've used to ensure excellent delivery and client satisfaction.
✨Emphasise Your Growth Mindset
This role offers a chance to shape your position based on your strengths. Be prepared to discuss how you love learning and adapting, and share examples of how you've taken initiative in your previous roles to drive projects or lead teams.
