Operational Services Manager

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom https:jobs-redefined.cositemap Full time
Operations Manager - Hybrid (Cheltenham)

At Attivo, we pride ourselves on being transparent, open, and honest - an approach that builds trust with our clients and inspires their financial confidence.

As the Operations Manager, you will lead and manage the Financial Planning Administration team to ensure the delivery of high-quality, timely support to Paraplanners and Financial Planners. Your responsibilities will include:

Key Responsibilities:
  • Monitoring team Key Performance Indicators and managing individual performance
  • Ensuring compliance procedures are adhered to, escalating any breaches or concerns
  • Developing robust processes for new business and financial planning requests
  • Developing product, technical, and regulatory knowledge
  • Reviewing and managing escalated issues, ensuring all complaints and breaches are dealt with
  • Managing the day-to-day work of the Financial Planning Support team
  • Demonstrating a flexible and agile approach to colleagues and workload
  • Personally dealing with complex enquiries, including complaints
  • Continually assessing the effectiveness of the team in terms of quality of service
  • Monitoring changes in the business and ensuring strategies remain effective
  • Analysing data to improve processes

We are looking for an experienced Paraplanner or Financial Services Administrator with:

Requirements:
  • Experience managing teams and delivering coaching
  • A relevant industry supervision qualification such as J07 or AF6 is desirable
  • Ideally qualified to Level 4 Diploma in Regulated Financial Planning (DipPFS) standard or above
  • Experience of Intelligent Office

We offer a competitive salary of up to £45,000 depending on experience, as well as:

  • Non-contributory Pension Scheme
  • Private Medical Insurance
  • Generous holiday allowance, rising with length of service
  • Work from home and flexible working available

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA).



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