Job Information

Our Clientsare a firm of Financial Advisors based in Hertfordshire requiring an Operations Manager.

Duties:

• Directly managing all non-advising staff i.e. paraplanners
• Understanding of the sales process and provision of advice to clients in a compliant manner as detailed in the firm`s compliance manual and procedures
• Ensuring that all client records, electronic or paper based, are maintained and updated to a high standard
• Producing management information for the Board of Directors as required
• Auditing and ensuring that the agreed client and service propositions are being fully delivered ?and implemented
• Reviewing and developing procedures and templates to ensure that tasks are completed in an efficient manner Managing the recruitment and induction process for all staff so as to ensure that only appropriately qualified and experienced staff fill the required roles
• High level of analytical capability and good communication skills
• Prior team management or operational experience would be highly advantageous
• Strong Pensions & Investments product knowledge
• Organising and maintaining the office premises and ensure everything runs smoothly



Manage the high-level HR function in conjunction with our external HR partner

Requirements

You have a proven track record in an operational, services related industry and take pride in providing outstanding service (Pensions and Financial services experience would be helpful, but is not mandatory)

You have experience in a sales driven office culture and understand that the sales function creates the growth in a business

You have frontline team management experience and know how to create a fun, effective team culture where you quickly resolve conflicts as they arise resulting in an effective and smooth-running office

You are a natural organiser who is able to set policies and Proceedures