Operations Manager

Found in: Jooble UK C2 - 2 weeks ago


Taunton Somerset, United Kingdom Proactive Solutions Group Ltd Full time

Our client is seeking an experienced, driven and forward-thinking IFA Operations Manager to oversee the day-to-day operations of their growing financial planning practice. The successful IFA Operations Manager will be responsible for managing and overseeing the day to day operations of the practice and report to the Managing director to ensure the practice is running smoothly and efficiently and can cater for future business levels.
Work closely with a team of paraplanners and administration staff to deliver exceptional client service and achieve business objectives.
Report to the Managing Director to ensure business targets are being achieved and ensure future.
Ensure compliance with all relevant industry regulations, including GDPR, FCA regulations, and AML legislation.
Undertake other duties as required to support the effective running of the business.
Ability to drive the business forward with efficient processes and forward thinking.
Proven experience in an IFA Operations Manager role, with a track record of success in driving business growth and profitability, overseeing paraplanning & administration teams.
Excellent knowledge of financial planning, investment management, and tax planning.
In-depth knowledge of FCA regulations and compliance requirements.
Fully conversant with general IT systems, other research platforms such as Synaptic, FE, DT, Pension profiler, cash flow modelling, Intelliflo, VC (or equivalent).
Full understanding of all the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
Strong analytical and problem-solving skills, with the ability to interpret financial data and identify opportunities for business improvement.
A relevant professional qualification, such as the Diploma in Financial Planning or equivalent.
The IFA Operations Manager salary is £36-48k plus benefits, negotiable and can be hybrid, Taunton based
Proactive People is an employment agency and employment business



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