FP Operations Leader: Scalable SOPs & Offshore Teams

FP Operations Leader: Scalable SOPs & Offshore Teams

Full-Time On-site
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JJ SEARCH LIMITED is seeking a Financial Planning Operations Manager to shape how operations are delivered across an offshore function. You will lead Paraplanning Team Leaders, influence senior stakeholders, and drive scalable processes and coaching across multiple teams.

You will develop SOPs, coach geographically dispersed teams, and optimise workflows with a strong focus on operational excellence and quality assurance.

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FP Operations Leader: Scalable SOPs & Offshore Teams employer: JJ SEARCH LIMITED

As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.

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Contact Details:

JJ SEARCH LIMITED Recruitment Team