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Financial Operations Manager

2 months ago

South East England, United Kingdom mbf Full time £50,000 - £65,000
Operations Manager / Assistant to the Managing Director

At mbf, we're seeking an experienced Operations Manager to join our team and support the Managing Director in overseeing the day-to-day operations of our Independent Financial Adviser (IFA) business.

Key Responsibilities:
  • Manage the administration and paraplanning team to ensure smooth business operations
  • Oversee new business processing and annual reviews of existing clients
  • Maintain compliance by liaising with our network and ensuring policies and procedures remain up-to-date
  • Assist the Managing Director with the annual audit of company methodology documentation
  • Manage client servicing and communication
  • Improve current client communication and engagement processes
Requirements:
  • Impeccable written and spoken English
  • Technologically competent with experience using new software and back-office systems
  • Advanced Microsoft Office skills, including Excel, Word, PowerPoint, and Co-Pilot
  • Experience with mail-merge/bulk-emailings, Docusign, and bulk client acquisitions and onboarding
  • Review and upkeep of company HR policies and procedures
What We Offer:
  • Highly flexible hybrid working
  • Opportunity to work for a highly successful, growing business in an important leadership role