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Winchester

    Office / Operations Manager (Financial Services) - Winchester, Hampshire, United Kingdom - Service Service

    Service Service
    Service Service Winchester, Hampshire, United Kingdom

    1 month ago

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    Description

    My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich.

    The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities. The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment.

    The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance.

    Overview

    You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan.

    Key Attributes

    Professional, collaborative

    Acts with courage, is fair and consistent

    Calm under pressure

    Self-aware, listens to and acts on feedback, self-improver

    Role

    To manage the operational needs of the business on a day to day basis and add operational value

    To oversee a team of regulated financial advisers/ paraplanners and ensure they are compliant

    To manage the overall operation of the business in conjunction with/as directed by the MD

    To set targets and objectives, measure and manage performance

    To implement a development programme for the team

    You will be responsible for managing and developing staff, as well as overseeing their training

    Measure ROI (return on investment)

    Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you

    Conduct a review of current processes and where appropriate, introducing change within the business

    As a leader you will inspire quality in your team

    You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD

    You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key

    Keep MD informed of significant developments

    This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership

    Key Skills

    Level 4 Diploma Qualification (minimum)

    Maintain CPDs

    Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have)

    Experience of overseeing regulated advisers

    Education – ideally hold a degree or degree equivalent

    Experience of managing a team, delivering the people plan

    Displays leadership qualities

    Experience of setting targets, objectives, KPI's, SLA's

    Demonstrated ability to drive a business forward

    Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing

    Great Place to Work

    Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential.

    Committed to driving forward the company's ambition to become an employer of choice and strengthen the firm's reputation within the local community.

    Benefits / hours

    37 hour week (Flex) core hours 9-5, early finish on Fridays.

    Death in Service x4

    Free Parking

    Health care policy

    Pension

    Holiday - 26 days (extra day off for your Birthday)

    Work social events, Christmas, Summer

    Professional development, relevant qualifications funded and supported

    #J-18808-Ljbffr

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