Operations Manager

Operations Manager
Location: Esher High Street
Salary: £40,000 - £50,000 depending on experience

One day a week working from home

This is an exciting opportunity for an experienced Operations Manager to join a successful Financial Planning firm, based out of their state-of-the-art office in Surrey.

The business is looking for someone with previous management & operations experience to oversee the Adviser Support (Administration) function to:

• Provide workflow management for the Administrative team members
• Conduct strategic monitoring tasks
• Trouble shooting across the team
• Assist with process development across the business
• Provide training on industry regulatory changes
• Keep staff up to date on compliance
• Attend leadership team meetings

Working within a knowledgeable, and close-knit team makes this a fantastic opportunity for somebody to develop their skill set. You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice.

Company Benefits:

• Bespoke high-spec new office building including kitchen breakfast bar, pool table, break out pods/rooms, BBQ social area and large garden area
• Discretionary annual bonus
• 25 days of annual leave + bank hols
• Pension - 4% matching
• Private Healthcare cover
• 4x Death in Service
• Flexible hours
• Free onsite parking
• Yearly salary reviews

What’s needed to be considered?

• Experience working in Financial Planning in a management position
• Proven experience leading a team
• A keen interest to develop into an Operational role
• Knowledge of financial products, particularly Pensions and Investments
• Eager to share knowledge previously obtained as well as learn on the job

What's next?

Apply today to be considered for this opportunity. If suitable, one of our consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Synonyms: Administration Team Manager, IFA Admin Team Leader, Client Services Manager, Head of Administration, Office Manager, Practice Manager, Administration Manager, Admin Manager, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support