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For Companies At a Glance
- Tasks: Lead daily operations and ensure exceptional client service in a dynamic financial services environment.
- Company: Established and growing financial services business with a focus on client satisfaction.
- Benefits: Competitive salary, professional development opportunities, and a supportive team culture.
- Why this job: Make a real impact by enhancing client experiences and leading a dedicated team.
- Qualifications: Experience in financial services administration and strong leadership skills required.
- Other info: Join a detail-driven team with opportunities for growth and development.
An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience.
Key Responsibilities
- Manage day-to-day operational and client service activity within the business.
- Oversee and allocate workflow for the administrative team.
- Support advisers and paraplanners with all aspects of client administration and documentation.
- Maintain and enhance internal processes, templates, and systems.
- Lead, train, and mentor administrators to ensure high levels of performance and consistency.
- Prepare client review packs, valuations, and reports.
- Communicate with clients and product providers via phone and email in a professional manner.
- Ensure compliance with internal procedures and FCA requirements.
- Assist with strategic and ad-hoc projects as required.
About You
You’ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You’ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience.
Essential skills and experience:
- Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment).
- Experience in implementing and improving operational processes.
- Strong organisational and leadership skills.
- Excellent written and verbal communication.
- Confident using financial back-office systems and Microsoft Office.
- Ability to manage multiple priorities and work to deadlines.
IFA Operations Manager in Haywards Heath employer: Placr Recruitment
Contact Detail:
Placr Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Operations Manager in Haywards Heath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Operations Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to operations management and client services. We recommend doing mock interviews with friends or using online resources to get comfortable talking about your experience and how it aligns with the role.
✨Tip Number 3
Showcase your leadership skills! During interviews, share specific examples of how you've led teams or improved processes in previous roles. This will demonstrate your proactive approach and ability to enhance client experiences.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace IFA Operations Manager in Haywards Heath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Operations Manager role. Highlight your experience in financial services administration and any leadership roles you've had. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can enhance our client service standards. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear and concise. Avoid jargon and keep it straightforward. We appreciate a well-structured application that reflects your attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at Placr Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially in the IFA and wealth management sectors. Familiarise yourself with common operational processes and client service standards. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to discuss your leadership style and experiences. Think of specific examples where you've successfully led a team or improved processes. This will demonstrate your capability to mentor and support others effectively.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing workflow or dealing with a difficult client. Practise your responses to these scenarios, focusing on your problem-solving skills and ability to maintain high service standards under pressure.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company’s operations or future projects. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
