Operational Manager

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time
Operations Manager - Hybrid (Cheltenham)

At Attivo Group, we pride ourselves on being transparent, open, and honest in our approach to financial planning. Our experienced Financial Planners and expert support teams are committed to delivering exceptional results for our clients.

As the Operations Manager, you will lead and manage the Financial Planning Administration team to ensure timely and high-quality support to our Paraplanners and Financial Planners. Your key responsibilities will include:

  • Maintaining the efficiency and compliance of our financial advice process
  • Monitoring team Key Performance Indicators and managing individual performance
  • Fostering a motivated, knowledgeable, and compliant team environment
  • Ensuring compliance procedures are always adhered to
  • Developing robust processes to assist with new business and financial planning requests
  • Reviewing and managing escalated issues
  • Producing regular MI and reports relating to the Financial Planning Administration Team

You will be responsible for managing the day-to-day work of the Financial Planning Support team, including work allocation and co-ordination. You will also be expected to demonstrate a flexible and agile approach to your colleagues and workload, supporting the team during times of high work volumes and resource constraints.

We are looking for an experienced Paraplanner or Financial Services Administrator with a relevant industry supervision qualification and a strong background in team management and coaching. Ideally, you will be qualified to Level 4 Diploma in Regulated Financial Planning (DipPFS) standard or above. If you are passionate about delivering exceptional results and have a strong commitment to compliance, we would love to hear from you.

Benefits include:

  • 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 be aware 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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