Operational/Financial Service Director
1 month ago
At Attivo, we pride ourselves on being transparent, open, and honest with our clients, building trust and inspiring financial confidence.
As the Operations Manager, you will lead the Financial Planning Administration team to deliver high-quality support to Paraplanners and Financial Planners. Your responsibilities will include:
- Monitoring team Key Performance Indicators and managing individual performance
- Ensuring compliance procedures are adhered to and escalating any breaches or concerns
- Developing robust processes for new business and financial planning requests
- 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
Requirements:
- Experienced Paraplanner or Financial Services Administrator
- Experience managing teams and delivering coaching is essential
- 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
Benefits:
- Up to £45,000 depending on experience
- Non-contributory Pension Scheme
- Private Medical Insurance
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
Please note 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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