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Operations Director with financial management experience
3 months ago
Location:
London (hybrid working)
Salary:
Circa £80k
Excellent benefits package and exceptional career opportunity
This is a unique chance for an experienced People Manager with a rich background in overseeing the workflow, training, and client delivery process. You will play a crucial role in ensuring operational excellence and driving positive change in a dynamic environment.
Join an award-winning independent firm in London that values client satisfaction above all else. Be part of a professional team dedicated to delivering comprehensive Financial Advice to High Net Worth Clients through referrals and recommendations.
Main Responsibilities:
- Implement a structured workflow management process.
- Maintain effective communication with senior stakeholders to track progress and ensure timely deliveries.
- Stay updated on the latest technology trends in financial services to enhance client-centric processes.
- Provide technical support and training to the team.
- Conduct regular reviews to ensure full compliance.
Requirements:
Seeking a Diploma Qualified individual with proven experience in managing a large IFA Admin team. Must have skills in conducting performance reviews, appraisals, training sessions, and recruitment processes. Background in a growing IFA environment with expertise in workflow management, process enhancement, and strong technical proficiency.
