Financial Services Operations Manager
17 hours ago
About the Company: Templegate Recruitment Limited is a leading recruitment agency in the financial services industry. We are seeking an experienced Financial Services Operations Manager to join our team.
Job Summary: We are looking for a skilled Financial Services Operations Manager to lead our IFA administration team. The ideal candidate will have a strong background in financial services administration, excellent leadership skills, and a commitment to maintaining high standards of compliance and efficiency.
Key Responsibilities:
- Lead, mentor, and develop a team of IFA administrators, ensuring high performance and job satisfaction.
- Conduct performance reviews, identify training needs, and provide ongoing development opportunities.
- Delegate tasks effectively to manage workloads and ensure deadlines are met.
- Oversee the processing of new business applications, client reviews, and administrative tasks.
- Ensure all records and documentation meet compliance standards and company protocols.
- Implement and refine processes to improve operational efficiency and accuracy.
Requirements:
- Proven experience in financial services administration, with previous experience managing a team.
- In-depth knowledge of IFA operations, platforms, and compliance requirements.
- Proficiency in Intelligent Office and provider platforms (e.g., Aegon, Aviva).
- Strong organisational skills and meticulous attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work under pressure and prioritise competing demands effectively.
Benefits: Competitive salary of £40k+, pension scheme, death in service benefit, 25 days holiday plus bank holidays, expensed travel, support for professional development and training.
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