Operations Manager
Heat Recruitment
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Operations Manager

23 April by Heat Recruitment
Heat Recruitment jobs

Operations Manager
Salary: £50000-£70000 depending on experience

One day a week working from home

This is an exciting opportunity for an experienced Operations Manager to join a successful boutique IFA based in Surrey.

The business is looking for someone with previous management & operations experience to oversee the administration and operations for the firm.

  • Provide workflow management for the administrative team members
  • Conduct strategic monitoring tasks
  • Trouble shooting across the team
  • Assist with process development across the business
  • Provide training on industry regulatory changes
  • Keep staff up to date on compliance
  • Attend leadership team meetings


Working within a knowledgeable, and close-knit team makes this a fantastic opportunity for somebody to develop their skill set. You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice.


Company Benefits:

  • Discretionary annual bonus
  • 25 days of annual leave + bank hols
  • Pension - 4% matching
  • Private Healthcare cover (following successful probation)
  • 4x Death in Service
  • Flexible hours
  • Free onsite parking
  • Yearly salary reviews



What’s needed to be considered?

  • Experience working in Financial Planning in a management position
  • Proven experience leading a team
  • A keen interest to develop into an Operational role
  • Knowledge of financial products, particularly Pensions and Investments
  • Eager to share knowledge previously obtained as well as learn on the job


What's next?

Apply today to be considered for this opportunity. If suitable, one of our consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Skills
  • Financial Planning
  • Investment
  • Leadership
  • Operations Management
  • Pensions
Reference: 54879734
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