Job Information

Successful IFA practice based in Leamington Spa are seeking an Operations Manager.

The role suit an experienced Senior Paraplanner, Ex IFA or Practice Manager.

This is a hands on role taking responsibility for a busy administration and Paraplanning department, providing exceptional service to consultants and clients, managing the team and their workloads.

Previous IFA experience is essential as is a good understanding of back office systems and processes, as is a sound understanding of financial products and legislation.

A high level of IT literacy including report writing and management abilities. A very attractive remuneration package is on offer for the right candidate

• Supervising a small team of Para planners/ Administrators necessitating a candidate with the ability to support technically, motivate and lead.
• Superb report writing skills and a highly professional approach. This is particularly significant given the quality of client serviced and this is a very hands-on support role.
• Diploma qualified as a minimum, or working towards
• Alongside this candidates will be professional, enthusiastic and extremely dedicated, befitting the overall culture at the firm.
• Produce accurate KPI stats.
• Ensure that the team are producing accurate and compliant client files and suitability reports
• Review diary to prepare for forthcoming appointments
• Conduct pre-brief and post-brief meetings with advisers before
• Reviewing recruitment needs
• overall running of the business
• Reporting into the board