Operations Manager

1 month ago


Doncaster, Doncaster, United Kingdom Lime Search & Select Ltd Full time
Operations Manager Job Description

Lime Search & Select Ltd is seeking an experienced Operations Manager to join their team. The successful candidate will be responsible for leading and managing the day-to-day activities of the Administration and Paraplanning teams, ensuring smooth and efficient running of the office on a daily basis.

  • Leading and managing the day-to-day activities of the Administration and Paraplanning teams, training and motivating the team to achieve objectives and promoting the health, safety, and welfare of all team members.
  • Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives.
  • Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor/client meetings.
  • Researching Pensions, Protection, Savings, and Investment products and completing the relevant due diligence.
  • Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products.
  • Assisting the compliance officer to ensure compliance standards are met throughout the financial services department.
  • Supporting the directors with project work in relation to improvements in business operations.
  • Suggesting and implementing improvements in business systems and processes, operational efficiency, and team development.

The ideal candidate will have management experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. A good understanding of the Financial Advice sales process, business submission process, and the commissions and fee payment process is also required.

A competitive salary and bonus package is offered for this 1-year fixed-term contract position, with the possibility of it being extended or made permanent.



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