Operations Manager

Page personnel are working hand in hand with this reputable investment business to recruit for a Operations Manager.

This role requires someone with wealth management experience and previous experience managing a team.

Based in the Liverpool City Centre office with hybrid working.

Client Details

This reputable business has over 100 year's experience in being market leaders in what they do! If you are looking to work in a fast-paced, high-flying and exciting environment then look no further! With over 1,000 employees you will certainly be joining a friendly organisation with a massive scope for progression.

Description

The Team:

The Fees team are responsible for ensuring the creation, maintenance and application of management fees to clients on a quarterly basis. The management fee structures used are what has been agreed in advance between the client and the Investment Manager. The fees collected are the primary source of income.

The team is also responsible for the collection of fees on behalf of third parties such as Independent Financial Advisers (IFAs) who are a key introducer of new business. This involves ensuring that the necessary paperwork is provided in order to facilitate the payments which must be signed by the client and the IFA.

These fees may be in the form of a one off 'Introductory' fee or an ongoing Advice fee to the IFA which are charged at the same time as the fees.

The team is also responsible for the distribution of client invoices and IFA statements.

The key responsibilities for this role will be:

• Undertake the day to day management of the cash team, this includes ensuring processes and controls for transacting all payments, receipts, transfers and reconciliations are performed, thus ensuring a professional and reliable service for clients, investment managers, advisers, and product providers.
• Embed lean principals across the team ensuring that you are leading and that all team members are actively participating in the 4+1 habits.
• Ensure that appropriate management information, including information relating to SLAs, key performance indicators, key risk indicators aligned to your responsibilities are produced and are appropriate for relevant committee audiences thereafter.
• Responsibility for leading, influencing and developing a high performing team
• Continually review the team's effectiveness/ failure against the agreed SLA/ performance standards, whilst continuously looking to improve the service standard.
• Influence timelines, expectations, and proactively negotiate across business areas.
• Support and be accountable for continuous improvement across the team leading to enhancements in efficiency and customer experience/ user experience (CX/UX).
• Ensure all 3rd parties supplier arrangements are overseen and managed in conjunction with the Oversight and Control Function.

Profile

The successful Operations Manager will require:

• Extensive experience in the wealth sector / financial services
• Client / Service delivery focus
• Fully IOC qualified in appropriate modules - would advantageous
• Forward thinking and flexible
• Previous experience managing a team
• Great relationship building skills
• Ability to prioritise and delegate
• Knowledge and experience of FCA CASS regulations
• Strong communication skills
• Identify development opportunities and training requirements

Job Offer

The fantastic benefits for the Operations Manager are:

• Salary negotiable dependant on experience
• A company pension
• Private medical insurance
• Life assurance
• Company share scheme
• Season ticket loans
• Hybrid working