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Our client is a UK based company offering tailored investment solutions to financial advisers. Their focus is on delivering high-quality investment portfolios, funds, and indices to support clients in managing risk and meeting governance requirements. They collaborate with financial professionals to develop investment propositions and maintain regulatory compliance. Their services are designed to enhance advisers' business value by providing customized and institutional-quality tools.
They are seeking an experienced Senior Operations and Project Manager with a strong background in leadership, project management, and governance. This senior-level contract role is ideal for an individual who has previously held a COO position or has over 10 years of experience in a similar capacity. Experience in M&A or taking a company public is highly desirable. The role offers flexibility and is part time - 2 days per week (Mondays and Fridays).
Key Responsibilities:
- Sales: Maintain CRM, monitor pipeline, and liaise with telesales.
- Marketing: Manage website, event bookings, and coordination with events team.
- Product: Oversee contracts, collaborate on software projects, and manage product records and launches.
- Technology: Liaise with tech team on DRP and Password Vault.
- Corporate & Governance: Maintain board records and liaise with the Company Secretary.
- Regulatory: Coordinate with compliance consultants and manage FCA portals.
- Finance & Legal: Budget, account management, and legal contract oversight.
- HR & Insurance: Maintain HR records, insurance policies, and health & safety compliance.
Attributes & Experience:
- Senior-level experience, preferably as a former COO or with 10+ years of relevant experience.
- Strong experience in operations, project management, and governance.
- M&A experience or experience taking a company public is highly desirable.
- Self-starter with a focus on detail and the ability to remain calm under pressure.
- Excellent communication and interpersonal skills.
- Proficient in MS Office.
- Strong numeracy and literacy skills.
- A keen interest in investments and the financial sector.
Qualifications:
- Extensive experience in operations and/or project management at a senior level.
- Preferably experienced in M&A or taking a company public.
