Operations Manager

Practice or Operations Manager required for an award-winning and expanding company. A financial planning background is extremely desirable, and we'll also consider candidates with strong management experience gained in other industries. If this sounds like your dream job, please apply!

Would you like to work for a company that has strong values and focuses on the quality of life of its team members?

Are you highly organised with superb attention to detail skills and are you excellent with people?

This is a great opportunity to use your management skills and play a fundamental part in our business operations. We are a company that strives to achieve the best outcomes for the business, our clients, and our team members your development is very important to us.

This is a key role with lots of responsibility and, as an overview, your tasks will include:

• Supervising the team members, monitoring progress, timescales, and practice standards.
• Monitoring workflow to ensure all steps complete.
• Developing operations and business management.
• Management of the compliance, IT, marketing, finance, project, and office management functions.
• Review of existing processes and ensuring they are kept efficient, relevant, and up to date.
• Ensuring systems being used are as efficient as possible.
• Keep up to date with FCA regulations and internal policies and procedures.
• Support to business owner where needed.

Skills and experience

Candidates who have gained experience in a similar role with another financial planning practice are of great interest. However, if you have worked in another area of financial services or have plenty of the other skills we are looking for, please apply we would love to hear from you.

• High attention to detail and passionate about this.
• Great at dealing with people from all walks of life.
• Highly organised and renowned for these skills.
• Experience gained in operations and business management.
• Self-motivated, proactive with great team-working skills and willing to achieve the best outcomes for our business, team, and clients.

Additional information and benefits

This is a full-time office-based role offering a huge array of benefits including pension, flexitime, medical insurance, company events, training, and development support and more.

About us

Were a family-owned team of financial planners based in Elstree & Borehamwood. Established in 1997, we use our experience and expertise to support our clients in achieving their financial and lifestyle goals.

How we approach our working relationships is what defines us as a practice. With a strong set of values and client-focused services, we provide our clients with an authentic, friendly experience every single time.

We want to grow together. To do this, we base our entire work ethic on one main principle; treat others how we wish to be treated ourselves.

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