Operations Manager – Financial Advice

My client is an Independent Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.We are urgently seeking an Operations Manager, who will sit within the Administration function and primarily manage the companies back-office staff including both Administrators and Paraplanners and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.Specifically you’ll be responsible for:Leading and Managing the day-to-day activities of the Administration and Paraplanning teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team membersLeading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectivesUsing a Diary Management System to allocate and track incoming work across the Administration and Paraplanning teamsLiaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor / client meetingsResearching Pensions, Protection, Savings and Investment products and completing the relevant due diligence Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new productsAssisting the compliance officer to ensure compliance standards are met throughout the financial services departmentSupporting the directors with project work in relation to improvements in business operations Suggesting and Implementing improvements in business systems and processes, operational efficiency and team developmentWe would be seeking a candidate who has Management experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and / or been involved with systems migrations / upgrades. It would also be to your advantage if you have any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning.A great salary is offered with this 1 year fixed term contract position, with a good Bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent.Additional informationVACANCY DETAILSLocation:DoncasterCLOSING DATEMar30APPLY NOW!If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.Vacancy ApplicationWe would love to hear from you! Please fill out this form and we will get in touch with you shortly.Your Name*Your Email*Date of Birth*Where do you live*Application Statement*Please include why you would like to be considered for this ApprenticeshipCompany Registration:Lime People Search & Select Ltd 08062097The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
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