This represents a superb opportunity to join a firm of successful Chartered Planners who have recently joined a highly respected investment management firm.
Their core beliefs are treating clients, staff, product providers and business partners honestly, professionally and with integrity.
The partners are now looking for a talented individual to assume overall responsibility for the effective day to day running of the practice.
This is a fundamentally vital hire for this business and therefore the opportunity and potential rewards on offer are significant.
As the Head of Operations your duties will be varied and will primarily include (but not be limited to) overseeing the operational efficiency of the practice.
Ensuring accurate and timely financial reconciliation for the company.
Ensuring accurate and timely reporting to the FCA production of accurate management and information and reporting directly to the Directors via regular meetings ensuring operating costs are controlled, and profitability is maintained.
As an experienced Operations Manager or practice head you will possess relevant experience gained within an IFA practice or similar environment.
You will have a strong understanding of the high-level standards expected by the FCA.
You will have a good understanding and knowledge / awareness of other relevant legislation familiarity and competency using I.O. (back-office system).
You will be a strong team 'player' who understands the importance of a cohesive team whilst also being able to work independently.
You will have the ability to compile quality reports.
This is a fantastic opportunity for a talented, professional senior operations professional from a private client wealth management/IFA background to take a highly visible and responsible role in a successful business and forge a career defining opportunity.