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Operations Manager

Job description

We are supporting a leading national advice and wealth management business who deliver holistic and hybrid advice with market-leading investment solutions. This will all be supported by best-of-breed modern technology which will create efficiency's and value in the business.

The growth strategy leads to a single brand, where all colleagues will work in a supportive and progressive environment to build a truly exceptional advice and wealth management business.

This role will see you working with hubs across the UK in the South East, Midlands, and Northern regions.

Duties will include but will not be limited to:

  • First line management
  • Streamlining process and systems.
  • Ensuring that the working environments run efficiently
  • Spending 3 days a wee visiting offices within the management of the role
  • Managing the administration aspects for the financial planners ensuring a high level of service is always delivered to the clients.
  • Ensure the offices are staffed adequately being responsible for holiday requests, recruitment and appraisals
  • Implementing coaching and training sessions with new members of staff


  • Death in Service (4 x annual salary)
  • Private Medical Insurance
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash (health-care cash back plan)
  • Pension 5% employer contribution, 3% employee contribution
  • Discretionary 10% annual bonus based on company performance
  • 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year

The ideal candidate:

  • Will have previous Advice and Wealth Management experience within Financial Services
  • Previous Team Management experience
  • 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

For more information on this remote Operations Manager role please click apply and we will be in touch!

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.