IFA Operations Manager

Operations Manager required for a well-established financial planning firm. Management experience gained in the financial services sector is essential.

Do you want to work for a company that shares your passion for client service?

Would you like to join an employer that can demonstrate its commitment to its employees and where its team members enjoy long and happy careers?

Are you fed up with commuting into a city centre? We have flexible working practices and plenty of parking!

We are recruiting for the newly created, key role of Operations Manager at our company. The successful individual will be responsible for supporting the MD and the board and providing operational efficiency across all aspects at our established financial planning business including paraplanning and administration, client care, operations, regulation, finance, projects, marketing, and HR. We're seeking a knowledgeable, people-oriented leader who can bring their in-depth experience to this role.

The opportunity

This is a fantastic opportunity to take on a hugely important role at our company and really make it your own. You will be a valued member of our team and will be taking your seat with our senior managers. This role offers lots of variety and you will be working in a collaborative environment with other team members who share our passion for client service. We have an amazing record of staff retention and development, and you can take your career to new levels with us.

The role

As an operations/practice manager in our business, you will assume responsibility for several key business areas including:

• Integration - acting as the link between the MD and the rest of the team. Ensuring we meet our business plan, and our values are embedded in our business.
• Team communication - working closely with our Financial Planners and managing the Paraplanning and Administration teams.
• Ensuring that our business operations are robust, efficient, and reliable.
• Delivering key projects.
• Driving operational efficiency across all aspects of our business.
• Overseeing our risk, T&C, and regulatory functions.
• Assuming responsibility for other key business areas including HR, marketing, finance, and IT.

Essential skills and experience

• We are looking for an experienced manager who has ideally worked in a similar role in financial services an IFA practice background would be great.
• The confidence to get involved in all the areas of our business that has a focus on putting the client first.
• Be able to support the managing director and the board to deliver their vision and plans for the business.
• Have the gravitas and experience to take on the day-to-day operational oversight of a growing business even if you haven't previously worked in the exact same role.
• Highly organised, methodical, analytical, and disciplined.
• An excellent communicator both verbal and written.
• Possess a positive attitude and be willing to assist others when busy.
• Able to work under pressure if required.
• Excellent attention to detail and problem-solving skills.
• An innovative and creative thinker.

Benefits

• Hybrid working offered to all team members - typically three days in the office and two at home.
• On site car parking with charging for electric vehicles.
• A leading package of additional employee benefits ranging from private medical insurance to free annual medical to an extra days holiday on your birthday.
• 35 hour working week 9-4.30.

About us

Established in 1978, Handford Aitkenhead and Walker is an award-winning team of highly qualified and extremely experienced financial planners. As one of only a handful of financial planning firms in the UK to be awarded both Chartered and Accredited status, our clients know that they are in the best of hands. We are specialists in retirement planning and later life advice, and we are independent, regulated, and transparent. We are a company with a very low staff turnover and most of our team have all worked together for many years. We do everything in our power to promote social responsibility amongst our culture and the work we do with our clients.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.