Operations Manager - Leicestershire, United Kingdom - North Oak Recruitment Ltd

North Oak Recruitment Ltd

Verified Company

Leicestershire, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Operations Manager - Wealth Management

Leicestershire (Job ref AL office based

Salary £55,000 - £60,000 dep on exp + benefits

PLEASE KINDLY NOTE THAT PREVIOUS EXPERIENCE WITHIN WEALTH MANAGEMENT IS REQUIRED FOR THIS POSITION
My client provides bespoke Financial Advice on investments, retirement planning, life assurance protection and mortgages.

They how have an excellent opportunity for an experienced Operations Manager to help drive their business forward.

As part of the Senior Management Team, this role is responsible for the Administration Teams and will manage all operational and functionalaspects of the business.

Duties and Responsibilities:

Lead, manage and develop the administration teams within the business to deliver continuing excellent service to clients
Coordinate and deliver technology training for existing staff and new recruits with specific emphasis on embedding Intelligent Office.
Provide day to day operational and IO guidance to advisers, support staff and immediate team
Create and maintain related training resources and procedural documentation.
Ensure staff have a clear understanding of systems, processes and compliance,
Assist in the development and implementation of the company's people management policies and programs including staff performance management processes
Provide companywide support for the handling of HR matters including attendance, timekeeping, sick leave, disciplinary processes and formal grievances.
Be directly involved in the recruitment of administrative staff, administering onboarding, employee related paperwork such as job offers, employment contracts, promotion/salary increase letters, employee handbook, benefits.
Facilities management ensure the property is maintained to a high standard to provide a clean, safe, efficient and pleasant working environment
Support the development strategies, plans and budgets in line with practice objectives as established by the Managing Director and Business Development Director
Foster a positive compliance culture through technology support and administrative monitoring as part of internal quality control and file checks on administrative accuracy.

Qualifications, Knowledge and Experience

Highly organised, competent individual with positive attitude, approachable and enthusiastic nature & high personal standards to deliver quality service
Flexible and adaptable with strong work ethic and ability to work to agreed deadlines
Energetic, highly motivated with an enquiring mind and passion for excellence and innovation in the pursuit of business growth and success.
Broad base of operations and financial services knowledge
Team player ability to work collegiately and provide proactive service to support teams and all business units
Confidentiality, thoroughness, attention to detail and effective communication skills are key attributes
Ability to use initiative and problemsolving skills to identify areas for improvement and propose projects to Senior Management Team
Commercially astute, articulate, technically strong, dynamic, insightful and influential leader with the ability to operate at both strategic and operational levels
An excellent understanding of the role of a Financial Adviser, the commitment to deliver excellent client outcomes and the qualification requirements to support both the individual in their role and the business

Leadership

Experience of managing a team within a financial services advisory business with an understanding of Performance Management and Situational Leadership
Change management and process improvement experience
Good IT literacy, MS Office Suite, Power BI and Intelligent Office
Qualified to Level 4 (Diploma) an advantage