Operations Integrations Manager

3 days ago


Newcastle Upon Tyne, United Kingdom BMC Recruitment Group Full time

BMC Accountancy and Finance are delighted to be working alongside an established organisation that operate across the UK, who are looking to recruit a Operations Integrations Manager on a permanent contract.
Monday - Friday 9.00am - 5.00pm
25 days holiday (rising with length of
service) plus Bank Holidays, Holiday Purchase
Scheme, Life Assurance, Pension and Corporate
Eyecare
RESPONSIBILITIES
- Allocate tasks and assignments, monitoring performance of adoption
- Manage internal relations
- Implement procedural and policy changes to improve operational efficiency
- Assess overall Operational performance against objectives and provide commentary where required
- Deliver training and development to ensure that all financial planning client administration is carried out in accordance with the firm's procedures
- Deliver training and development to ensure that we maintain client records on company software and that the client and firm's files are well presented, accurate and compliant
- Assistance with maintaining the high performance of office staff by providing them with adequate coaching and guidance
- Oversee training of new employees, completing inductions, Learning & Development and setting objectives
- Due to the nature of the business, the role may also include additional tasks considered reasonable
Personal Competencies
- Previous experience working in a Financial
- Planning firm is essential
- CII Level 3 Qualifications in Financial
- Administration preferable
- Experience of managing a team, providing guidance, coaching and monitoring performance
- Platform experience and a strong working
- knowledge of back office systems is essential. We use IO and Volume within our back office systems so knowledge in these areas would be preferred
- Excellent planning, organisational and multitasking abilities are essential
- Excellent communication skills at all levels
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
- Analytical and problem-solving skills
- Flexibility/ adaptability to cope with change
- Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
- A team player with a positive attitude



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