IFA Operations Manager

2 months ago

The City, United Kingdom mbf Full time

Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology. They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.


Job Description:

As the Ops Manager / Assistant to the Managing Director, you will play a crucial role in overseeing the day-to-day operations of our IFA business. You will be responsible for managing our admin and paraplanning team, ensuring smooth business operations, and working closely with the Managing Director and other Financial Advisers. You will effectively take away the management of people side of things away from the MD, the role will effectively involve taking over that side of the business and to pretty much run/manage the support/Ops function


Key Responsibilities:

  • Oversee New Business Processing and on-going annual reviews of existing clients.
  • Review and optimize all company processes to enhance efficiency.
  • Maintain compliance by liaising between our network and the company to ensure policies and procedures remain compliant.
  • Assist the Managing Director in the annual audit of company methodology documentation.
  • Review firm revenue to ensure the company is on track to meet annual targets.
  • Assist with monthly Adviser Performance Reviews.
  • Manage Administration and Paraplanning Team.
  • Improve current client communication and engagement processes.
  • Manage client servicing and communication.
  • People management - ability to draw together, manage, and work alongside differing personalities and departments to achieve optimal results.


Requirements:

  • Minimum 4 years of experience working within an IFA practice, ideally within a leadership capacity.
  • University degree.
  • Impeccable written and spoken English.
  • Strong communication skills, both client-facing and inter-company.
  • High level of numeracy.
  • Technologically competent, with experience using new software and back-office systems.
  • Advanced Microsoft Office skills, including Excel, Word, PowerPoint, and Co-Pilot.
  • Experience with mail-merge/bulk-emailings, Docusign, and preferably bulk client acquisitions and onboarding.
  • Comfortable working in a highly productive, dynamic environment.
  • Ability to adapt and thrive under pressure while remaining focused and calm.
  • Willingness to collaborate and lead a team effectively.
  • Maintain good relationships with providers.


HR Responsibilities:

  • Responsibility for staff reviews, disciplinaries, training, and CPD.
  • Manage staff leave and sickness.
  • Serve as the main liaison between HR support agency and the company.
  • Review and upkeep of company HR policies and procedures.
  • If you possess the required skills and experience, are energetic, astute, detail-oriented, and enjoy working within a team as much as leading one, we'd love to hear from you.


On Offer:

  • Salary banding £50-£65k
  • Bonus
  • Benefits
  • Highly flexible hybrid working


An exciting opportunity to work for a highly successful, growing business in an important leadership working closely alongside the MD.

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