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Head of Operations

  • Salary: £65000 - £85000 per annum + benefits package
  • Location: Bath, Somerset
  • Sector: Operations
  • Job type: Permanent
  • Date posted:
    29 Jan 2018
  • Job reference: 30306

Currently searching for a Head of Operations for an innovative, expanding financial planning firm who have grown organically since their formation 20 years ago.This is an outstanding opportunity for a Head of Operations or Operations Manager to join and oversee the back office of all the offices reporting directly into the COO.

You will be responsible for:

  • Integrate customer service strategy objectives for the wealth management and employee benefits areas of the business and develop an operating plan to support the delivery of objectives
  • Work with Line Managers to develop measurable benchmarks for their teams that supports delivery of service excellence and operational efficiency at all times
  • Act as a project lead for any cross-functional projects or representing the Chief Operating Officer as required and as appropriate
  • Identify operational and compliance risks and ensure that the appropriate controls and measures are in place
  • Identify and analyse key metrics, including client feedback, to further improve customer service, forecasting, planning and scheduling, working with Line Managers to establish and implement appropriate solutions
  • Ensure day-to-day functioning of systems and investment platforms is efficient through management of Line Managers
  • Lead the full analysis of workload and resource planning ensuring the allocation, size and skill set of all teams are appropriate to deliver the overall business strategy
  • Manage a suite of operations management information and KPIs to demonstrate a quality service, both internal and external, while delivering continuous improvements in operating efficiency

The successful candidate will ideally:

  • Be working in a small to medium independent financial advice practice
  • Previous project management experience having delivered various projects against key objectives
  • Strategic input will be required to the board and a key focus in the role will be streamlining processes
  • Successful track record of leading and managing operations and leading organisational change
  • Demonstrable evidence of meeting the expectations and requirements of internal and external customers, based on managing a suite of management information and KPIs

If successful you will be rewarded with:-

  • Basic Salary £65,000 - £85,000
  • 25 days holiday plus bank holidays
  • 4 X DIS
  • Group income protection
  • Cash plan
  • Private medical insurance
  • 5% pension scheme
  • Additional benefits
  • Discretionary bonuses

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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