At a Glance
- Tasks: Lead operations and people management in a growing financial planning practice.
- Company: Established financial planning firm in Hampshire with a supportive culture.
- Benefits: Competitive salary, performance bonuses, pension contributions, and on-site parking.
- Other info: Opportunity for career growth in a fast-paced environment.
- Why this job: Shape the future of a dynamic business with a clear path to Director-level.
- Qualifications: Proven management experience in financial services and strong people skills.
The predicted salary is between 40000 - 45000 £ per year.
Run the operational engine behind a growing financial planning practice - with a genuine path to Director for the right person.
About the Company
Our client is a well-established financial planning practice based in Hampshire, providing straight-talking, personalised advice across wealth management, pensions, investments, mortgages and protection. With a growing team of advisers and dedicated support functions behind them, they are now looking to strengthen their leadership team with the appointment of an Operations Manager.
About the Role
The Operations Manager role is responsible for the people and operational side of the practice. Reporting to the Director, you will ensure teams perform well, workloads stay under control, processes work, and routine issues are resolved at the right level, without everything needing to land on the Director's desk. For the right person, there is a genuine path to progress into a Director-level role over time.
Key Responsibilities
- Manage and develop the operational leads, building them into effective first-line managers
- Own people management, performance conversations and day-to-day people issues
- Lead resource and capacity planning across New Business, Servicing and Mortgages
- Own operational recruitment, from defining the need through to making recommendations
- Set and monitor operational KPIs, service levels and workload visibility
- Own workflow and process improvement
- Manage the two-way relationship between Sales and Operations
- Lead the implementation and adoption of agreed process and technology changes
- Identify risks or capacity issues early, bringing comprehensive solutions
- Work with the Head of Advice & Technical to ensure wealth advice is correctly documented
Package
- £40,000-£45,000 basic salary
- Performance bonus of £3,000-£5,000
- 8% total pension contribution
- Cash benefits plan and on-site parking
- Genuine progression path to Director level for the right person
Skills & Experience
- Proven management experience
- A background in financial services is essential
- A strong people manager, comfortable managing different personalities
- Decisive, and comfortable making sensible decisions without unnecessary escalation
- An effective delegator who leads through others rather than taking the work back
- Process-minded, with the ability to spot weak points in how work flows and improve them
- Comfortable with change and with adopting new technology
- A clear, practical communicator with good judgement and high standards
Why Apply?
This is an opportunity to take genuine ownership of the operational and people side of a growing financial planning practice, with real scope to shape how the business runs day to day. You will work closely with the Director and senior leadership team, with a clear route to progress into a more senior, potentially Director-level, position as the business continues to grow.
Operations Manager employer: NRG Resourcing
NRG Resourcing is an exceptional employer, offering a dynamic work culture in Greater London that fosters collaboration and professional growth. As an End-to-End Mortgage Case Manager, you will benefit from career development opportunities while working on complex cases alongside a supportive team, ensuring your skills are continually enhanced in a fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Manager
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like NRG Resourcing. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from NRG Resourcing.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like NRG Resourcing. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Operations Manager
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in NRG Resourcing and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show NRG Resourcing how you can be a team player!
How to prepare for a job interview at NRG Resourcing
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with NRG Resourcing.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with NRG Resourcing's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
