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- Tasks: Lead daily operations and inspire a team in a dynamic financial services environment.
- Company: Established independent financial advisers with over 70 years of experience.
- Benefits: Flexible hours, health care, pension, 26 days holiday, and professional development support.
- Why this job: Make a real impact by driving operational excellence and team growth.
- Qualifications: Experience in financial services and proven personnel management skills required.
- Other info: Join a supportive culture that celebrates achievements and fosters career development.
The predicted salary is between 36000 - 60000 £ per year.
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they are seeking a financial services professional with operational and proven personnel management skills to oversee the busy office's daily activities.
The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment. The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance.
Overview
You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my client's growth plan.
Key Attributes
- Professional, collaborative
- Acts with courage, is fair and consistent
- Calm under pressure
- Self-aware, listens to and acts on feedback, self-improver
Role
- To manage the operational needs of the business on a day-to-day basis and add operational value
- To oversee a team of regulated financial advisers/paraplanners and ensure they are compliant
- To manage the overall operation of the business in conjunction with/as directed by the MD
- To set targets and objectives, measure and manage performance
- To implement a development programme for the team
- You will be responsible for managing and developing staff, as well as overseeing their training
- Measure ROI (return on investment)
- Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you
- Conduct a review of current processes and where appropriate, introducing change within the business
- As a leader you will inspire quality in your team
- You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD
- You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key
- Keep MD informed of significant developments
This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership.
Key Skills
- Level 4 Diploma Qualification (minimum)
- Maintain CPDs
- Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have)
- Experience of overseeing regulated advisers
- Education - ideally hold a degree or degree equivalent
- Experience of managing a team, delivering the people plan
- Displays leadership qualities
- Experience of setting targets, objectives, KPIs, SLAs
- Demonstrated ability to drive a business forward
- Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing
Great Place to Work
Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential. Committed to driving forward the company's ambition to become an employer of choice and strengthen the firm's reputation within the local community.
Benefits / hours
- 37 hour week (Flex) core hours 9-5, early finish on Fridays.
- Death in Service x4
- Free Parking
- Health care policy
- Pension
- Holiday - 26 days (extra day off for your Birthday)
- Work social events, Christmas, Summer
- Professional development, relevant qualifications funded and supported
Office / Operations Manager (Financial Services) in Wymondham employer: Service Service Employment Agency Limited
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office / Operations Manager (Financial Services) in Wymondham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re not just another candidate, but someone who genuinely fits into their team.
✨Tip Number 3
Practice your leadership stories! As an Office/Operations Manager, you’ll need to demonstrate your ability to inspire and manage a team. Think of specific examples where you’ve led a project or improved a process, and be ready to share these during interviews.
✨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 engage directly with us. So, get your application in and let’s make it happen!
We think you need these skills to ace Office / Operations Manager (Financial Services) in Wymondham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services and any relevant management experience to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position. Share specific examples of how you've successfully managed teams or improved operational processes in the past, so we can see your potential impact.
Showcase Your Leadership Style: In your application, give us a glimpse of your leadership style. We want to know how you inspire and develop your team, as well as how you handle challenges. This will help us understand how you can contribute to our positive working environment.
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 don’t miss out on any important updates during the process. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services, especially if you've got experience in paraplanning or senior administration. Be ready to discuss how your background can help the firm maintain and grow its practice.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed teams in the past. Highlight your ability to set targets, measure performance, and inspire your team to achieve excellence. This role needs a leader who can drive operational strategies!
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've tackled everyday operational challenges. The firm is looking for someone who can work independently and provide solutions, so be ready to share your approach to overcoming obstacles.
✨Emphasise Collaboration and Communication
Since this role involves working closely with the MD and other staff, be prepared to discuss how you foster a positive and transparent working environment. Share your experiences in creating a culture of trust and mutual respect within your teams.