Financial Services Operations Manager

1 week ago


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

We are seeking a skilled and proactive Financial Services Operations Manager to lead our administration team in supporting financial advisers and delivering exceptional service to clients. The ideal candidate will possess strong experience in financial services administration, excellent organisational and leadership abilities, and a commitment to maintaining high standards of compliance and efficiency.

The role involves overseeing the processing of new business applications, client reviews, and administrative tasks, ensuring all records and documentation meet compliance standards and company protocols. The successful candidate will also implement and refine processes to improve operational efficiency and accuracy, as well as monitor administrative activities to ensure compliance with FCA regulations and company policies.

The salary for this role is estimated to be around £45,000 per annum, based on industry standards and the location of Ashford.

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.


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