Operations Manager - Financial Planning

Operations Manager - Financial Planning

Wetherby

£50,000 - £60,000

NJR Recruitment are delighted to once again be working with one of Yorkshire’s leading IFA firms who are looking to appoint an experienced Operations Manager to join the senior management team. Working alongside the directors, the ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.

We are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured to consistently deliver a 5-star service to their clients.

What’s in it for you?

• 8% employer pension contribution

• Excellent basic salary depending on experience

• Bonus Scheme

• Death in service Cover

• Comprehensive Private Medical Insurance

• 25 days holiday + Bank Holidays

• Option for hybrid working

• Free parking

The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure our clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.

Responsibilities will include:

• Managing the company’s compliance and regulatory obligations

• Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability

• Managing third party relationships and the general office environment

• Managing staff training and ongoing development, HR queries and policies, and general resourcing levels

• Manage risk by embedding best practice and compliance into standardised processes and client workflows

• Apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.

What do we need from you?

• Previous experience in a similar senior management role within Financial Planning or wealth management is essential

• Ideally Level 4 Diploma qualified

• Prior knowledge of compliance and FCA requirements.

• Experience of managing others would also be preferable but not essential.

• Additional qualifications such as PRINCE2 would be a bonus If you are looking for your next senior management role in financial services, then contact NJR Recruitment quoting

NJR14805