Vacancy Detail

Operations Manager

Our client is a leading national advice and wealth management business, delivering holistic and hybrid advice with market-leading investment solutions.

They deliver a truly exceptional service through high-quality advice, all backed by the most efficient administration and technologies available in the industry.

The business is going from strength to strength with rapid growth and expansion due to recently securing Private Equity ownership.

Excitingly, a newly created position, Operations Manager, is now available to oversee the day to day operations of various offices and staff management within them.

Role Overview

• First line leader within the integrated Advice Operations function to ensure excellent service to both clients and Advisers and adhere to policy/regulation.
• Ensure that working environments run efficiently whilst also being a safe and motivational place to work.
• Spend 3 days a week visiting offices within the management of the role holder. Each office is to be visited in person weekly to spend time with team members.
• Manage all agreed administration aspects for Advisers as per agreed SLA’s ensuring consistency of process and to a high level of quality
• Ensure offices are staffed adequately at all times prior to holiday and working from home requests are agreed.
• Identify and manage development needs of individuals and or the team and agree training plans with objectives.
• Manage individual performance through by identifying, implementing and managing any Personal Improvement or Personal Attendance Plans for members within team and work collaboratively with both HR team and Senior Management.
• Hold regular individual development reviews with each member within your allocated team and documenting the meetings with agreed actions where identified being managed accordingly.
• Hold regular team meetings to communicate team performance and any other relevant updates including upcoming changes
• Responsible for coaching and training of new and existing members
• Assist and support with recruitment.
• Undertake quality assessments on work completed by team members to ensure quality information and can also subsequently surface relevant and correct Management information.
• Highlight and manage trends with errors or omissions within internal workstreams and escalate to line manager so that the detail can be fed back.
• Continually review and improve processes and look for efficiencies across tasks working collaboratively
• Monitor and report team performance on a weekly basis
• Arrange and participate in meetings, team events and projects where required.
• Approve decisions, requests expenditure and recommendations on behalf of senior leaders in their absence, according to agreed guidelines/budgets.

Experiences to be considered for the opportunity:

• Previous Advice and Wealth Management experience within Financial Services
• Previous Team Management experience essential
• Strong organisational skills and the ability to prioritise competing matters
• Strong interpersonal skills
• An ability to work under time pressure on high profile matters
• Experience in performance management, quality and efficiency improvement
• Experience of working within a National Advice firm highly desirable

Benefits of joining the business:

• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash
• Employee pension 5% minimum, company will match up to 10%
• Discretionary 10% annual bonus
• A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Home/office hybrid working is fully supported and you will be required to travel to other offices during the working week.

Staff retention is second to none with our client and we have represented them for years with excellent success.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Location: Newcastle upon Tyne, Tyne & Wear | Salary: £45000 - £55000 per year | Job type: Permanent | Posted: 27/11/2023