Operations Manager

Heat Recruitment

Posted a day ago, valid for 11 days

Esher, Surrey KT10 9BS, England

Full Time

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Operations ManagerLocation: Esher High StreetSalary: £40,000 - £50,000 depending on experience

Working from home on FridaysThis is an exciting opportunity for an experienced Operations Manager to join a successful Financial Planning firm, based out of their state-of-the-art office in Surrey.The business is looking for someone with previous management & operations experience to oversee the Adviser Support (Administration) function to:

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:

Bespoke high-spec new office building including kitchen breakfast bar, pool table, break out pods/rooms, BBQ social area and large garden area
Discretionary annual bonus
25 days of annual leave + bank hols
Pension - 4% matching
Private Healthcare cover
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. Synonyms: Administration Team Manager, IFA Admin Team Leader, Client Services Manager, Head of Administration, Office Manager, Practice Manager, Administration Manager, Admin Manager, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support