Financial Services Operations Manager

19 hours ago


Leeds, Leeds, United Kingdom CV-Library Full time

Company Overview:

We are an Independent Financial Advisory firm based in the Wakefield area, offering advice to individual clients and businesses on pensions, investments, retirement, and estate planning.

About the Role:

As our IFA Administration Team Leader, you will oversee the back-office administration staff, ensuring a smooth and efficient office operation. You will manage day-to-day activities, train and motivate the team, promote health, safety, and welfare, and lead recruitment, onboarding, and performance reviews.

You will be responsible for diary management, liaising with advisors, supporting portfolio analysis reports, and coordinating training on new products. Additionally, you will assist the compliance officer in meeting compliance standards and support directors with project work.

We offer a competitive salary of £45,000 - £55,000 per annum, a bonus at the end of the 1-year fixed-term contract, and potential for extension or permanent position.



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