Financial Services Operations Manager

17 hours ago


Ashford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
Job Title: Financial Services Operations Manager

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:
  1. Lead, mentor, and develop a team of IFA administrators, ensuring high performance and job satisfaction.
  2. Conduct performance reviews, identify training needs, and provide ongoing development opportunities.
  3. Delegate tasks effectively to manage workloads and ensure deadlines are met.
  4. Oversee the processing of new business applications, client reviews, and administrative tasks.
  5. Ensure all records and documentation meet compliance standards and company protocols.
  6. 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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