Operations Management Lead

4 days ago


Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full time
Role Overview

A Team Manager is required to oversee day-to-day operations, manage workloads, and identify training needs and areas for improvement.

The ideal candidate will possess leadership or management experience, knowledge of financial products, and ability to build effective working relationships.

Key Responsibilities:

  • Supervise daily operations, manage workloads, and conduct regular one-on-one meetings.
  • Handle technical and process queries from Administrators, Advisers, and Clients, and implement changes to processes and procedures as needed.
  • Assess workload, prioritize tasks, and reallocate work as required to ensure excellent service to Advisers and Clients.
  • Collaborate with MI reports, assist in collating and implementing output, and use the Operations Dashboard to discuss admin MI in 121s which feed through to appraisals.
  • Conduct regular department audits, virtual cabinet quality checks, and produce recommendations for improvements.

Requirements:

  • Good administration supervisory experience within financial services, ideally within an IFA.
  • Leadership or management experience.
  • Knowledge and understanding of financial products, including employee benefits.
  • Ability to build effective working relationships at all levels.
  • Experience in training on a one-to-one basis and in a group environment.

Salary: Approximately £58,000 per annum, dependent on experience.

Benefits:

  • Competitive salary with annual bonus opportunity.
  • 25 days holiday, plus bank holidays.
  • Birthday off.
  • Life assurance - 4 x salary.
  • Comprehensive induction and training programme.
  • Funded exams and paid study leave.
  • Voluntary flexible benefits.
  • Cycle to work Scheme.
  • Paid volunteering days.
  • Employee Assistance Programme.
  • Access to mortgage service.
  • Employee Forum and Diversity & Inclusion group.
  • Local and companywide events.


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