Office / Operations Manager (Financial Services) (Permanent)
3 weeks ago
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
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a firm of independent financial advisers with over seventy years of combined experience within the sector; 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....
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a firm of independent financial advisers with over seventy years of combined experience within the sector; 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....
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Office / Operations Manager (Financial Services)
4 weeks ago
Hethersett, Norfolk, United Kingdom Service Service Full timeMy 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...
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Operations Manager
2 weeks ago
Norfolk, United Kingdom BardWood Support Services Full timeBardWood Support Services is a leading recruitment specialist, who specializes in the recruitment of Security officers for well-known clients within the industry. Since being established in 2015, BardWood Support Services has committed to supporting our clients with their recruitment solutions and we have effectively maintained this year on year. All...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties Liaising with advisers and colleagues in all...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties Liaising with advisers and colleagues in all...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties Liaising with advisers and colleagues in all...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties Liaising with advisers and colleagues in all...
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South Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk.My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.Key dutiesLiaising with advisers and colleagues in all aspects...
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Management Accountant
3 weeks ago
South Norfolk, Norfolk, United Kingdom Saffron housing Full time €51,000Management Accountant £51,000 per annum Long Stratton, Norwich, Norfolk Permanent, Full Time We have an opportunity for a Management Accountant to join the Finance Team as an integral part of the Finance function, supporting the Financial Controller in providing high quality management information to all stakeholders in a timely and accurate manner....
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Management Accountant
3 weeks ago
South Norfolk, Norfolk, United Kingdom Saffron housing Full time €51,000Management Accountant £51,000 per annum Long Stratton, Norwich, Norfolk Permanent, Full Time We have an opportunity for a Management Accountant to join the Finance Team as an integral part of the Finance function, supporting the Financial Controller in providing high quality management information to all stakeholders in a timely and accurate manner....
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Management Accountant
2 weeks ago
South Norfolk, Norfolk, United Kingdom Saffron housing Full time €51,000Management Accountant £51,000 per annum Long Stratton, Norwich, Norfolk Permanent, Full Time We have an opportunity for a Management Accountant to join the Finance Team as an integral part of the Finance function, supporting the Financial Controller in providing high quality management information to all stakeholders in a timely and accurate manner....
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Management Accountant
2 weeks ago
South Norfolk, Norfolk, United Kingdom Saffron housing Full time €51,000Management Accountant £51,000 per annum Long Stratton, Norwich, Norfolk Permanent, Full Time We have an opportunity for a Management Accountant to join the Finance Team as an integral part of the Finance function, supporting the Financial Controller in providing high quality management information to all stakeholders in a timely and accurate manner....
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IFA Client Services Administrator
2 weeks ago
South Norfolk, Norfolk, United Kingdom Service Service Full timeAre you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced...
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IFA Client Services Administrator
2 weeks ago
South Norfolk, Norfolk, United Kingdom Service Service Full timeAre you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced...
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Financial Administrator
1 month ago
Norfolk, United Kingdom rthirteen recruitment Full timerthirteen are collaborating with an established financial advisory firm in the recruitment of a **Financial Administrator**to join them remotely due to business expansion. Day to day, you will provide ongoing administration support to the financial adviser, whilst ensuring strong client service levels and compliance to legislation is maintained. **The...
