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; 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. 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.
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; 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
You will be responsible for managing and developing staff, as well as overseeing their training
Measure ROI (return on investment)
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
This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership
Displays leadership qualities
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
Committed to driving forward the company’s ambition to become an employer of choice and strengthen the firm’s reputation within the local community.
37 hour week (Flex) core hours 9-5, early finish on Fridays.
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; 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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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; 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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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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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. 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, 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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