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Operations Manager (Finance)

Operations Manager (Finance) - Shillington

Salary: £35k - £45k (Bonus Depending On Experience & Hours)

The Company

Our client provides wealth management advice to private and corporate clients.

They strive to build and maintain a long-term relationship with you, by applying our experience and expertise, gained from many years in the Financial Services industry.

The Role

Our client has a career opportunity for a self-motivated and commercially minded Operations Manager with a can-do attitude.

This is a key role that makes sure the office team is performing to its best potential.

The ideal candidate will need to keep their eyes on multiple areas within the company, assuring productivity and efficiency while seeking to control costs.

The successful candidate must be able to execute effectively in order to achieve company-wide goals.



This role is responsible for the overall well-being of the companys operations; therefore, the right candidate must have a 'big-picture' perspective.

Role Responsibilities:

Demonstrate an ability to use good listening, motivation and communication skills in order to manage a team of 7-10 staff (Technical Paraplanners, Paraplanners, Administrators and PAs)

Responsible for setting measurable team and individual objectives that deliver exceptional outcomes for the clients

Oversee the entire AST process and intervene and make adjustments as needed to ensure a service delivery experience that allows the advisers to achieve/exceed their financial targets

Responsible for Staff training and development to ensure team productivity is at peak efficiency levels

Engage in cost-benefit analysis and regularly monitor expenses and curtail a departments spending if necessary, to keep the company on budget

Ensure processes are aligned to client and adviser needs to ensure we have a highly efficient business submission process

Optimize and document our top 5-7 business processes so that we are using pr




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