The Company:
A well-established boutique Financial Planning firm
The Role:
The Financial Planning Operations Manager will be given the opportunity to shape how Financial Planning operations are delivered across a growing offshore function.
The Financial Planning Operations Manager will direct the leadership of Paraplanning Team Leaders, influence senior stakeholders, and will have a great influence on the processes and standards you create with this Financial Planning firm.
The Financial Planning Operations Manager will create structure, build scalable operating procedures and help Paraplanning managers in other locations to become stronger team leaders, coaching Team Leaders and driving performance across multiple teams.
The Financial Planning Operations Manager will create structure, build scalable operating procedures and help Paraplanning managers in other locations to become stronger team leaders.
The Financial Planning Operations Manager will be comfortable getting into the detail of Financial Planning operations as you are coaching Team Leaders and driving performance across multiple teams.
Manage two Paraplanning Team Leaders and a team of 13 operational colleagues across two teams, ensuring high-quality, efficient delivery of Financial Planning support activities.
The Financial Planning Operations Manager will be a leadership role with a strong operational excellence focus. The Financial Planning Operations Manager will be responsible for developing and embedding robust Standard Operating Procedures and improving quality frameworks, driving consistency and ensuring teams are equipped to deliver exceptional Financial Planning service.
The Financial Planning Operations Manager will Lead, coach and develop two Team Leaders responsible for 13 team members across two operational teams. Drive a high-performance culture through clear objectiv...
Financial Planning Operations Manager , Team Management in Bristol employer: JJ Search
As an independent and high-quality Wealth Manager, our company offers a dynamic work environment where recent graduates can thrive in the Financial Planning Trainee role. With a strong emphasis on employee growth, we provide comprehensive training and mentorship opportunities, fostering a culture of collaboration and support. Located in a vibrant area, our team enjoys a balanced work-life atmosphere, making it an excellent place for those looking to build a meaningful career in Wealth Management.
