JJ SEARCH LIMITED is seeking a Financial Planning Operations Manager to shape and lead offshore financial planning operations. You will direct Paraplanning Team Leaders, drive process improvements, and build scalable SOPs across two teams to deliver high-quality support.
You will coach team leaders, manage offshore colleagues, and partner with UK stakeholders to optimize service delivery and performance. Significant experience in Financial Planning operations and SOP implementation is essential.
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Global FP&A Ops Lead — SOPs, Coaching & Offshore teams in London 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.
