Head of Operations - Financial Planning

Head of Operations - Regulated Financial Services

To be based Yorkshire or North East, hybrid working available.

Salary of £60,000 to £100,000 per annum, depending on experience.

Attractive benefits package including Income Protection, PMI, Life cover, Medicash plan, enhanced maternity/paternity, discretionary bonus, Employee Assistance programme.

The role

An exciting opportunity has arisen for an experienced Head of Operations to join a growing financial services company, to be based from Yorkshire or the North East.

This is a great time to join a rapidly growing company currently experiencing a significant amount of change and transformation due to ongoing acquisitions.

This role will be pivotal to the success of merger projects ensuring successful operational transformation and process improvement and that new and existing team members are engaged and looked after during this period of change.

Core accountabilities will be as follows:

• Develop, improve and implement operational strategies and process improvement plans to increase productivity ensuring quality and service levels are maintained.
• Collaborate with the Senior Operations Team to ensure acquisitions and clients are onboarded smoothly ensuring continuity of service and protecting income.
• Manage the day to day operations both onsite and remotely during a period of change and thereafter.
• Monitor and provide regular reporting and MI on team performance and team members productivity, SLAs and workloads.
• Evaluate individual and team performance management, putting into place plans and training to remedy areas for development.
• Hold regular team meetings to communicate team performance and any other relevant updates including upcoming changes and how they can be managed.
• Responsible for coaching and training of new and existing members of the team.
• Arrange and participate in meetings, team events and projects where required.
• To lead by example and maintain harmony within the team throughout a period of growth and change.

The candidate

To be considered for the role, applicant will ideally have experience overseeing operations in a national financial advice business.
Experience in process improvement and operational transformation would also put the candidate at a distinct advantage.
Exceptional management and interpersonal skills are essential for this role.
A working knowledge of FCA regulation, pensions, investment and protection offerings is also required.

To find out more or to apply, please contact me confidentially and send your profile to jenny @ tempestjones. com

NB: The top end of the salary bracket would only be for candidates with extensive transformtion and business improvement experience in an equivalent role for a national wealth management business.